Our comprehensive services platform demonstrates our commitment to helping individuals and families address all aspects of financial planning, investment and wealth management and wealth transfer. We are likewise committed to helping businesses and 401(k) plan participants achieve successful outcomes.
Our approach surrounds you with a team who bring together in one place the key disciplines of investment, estate, tax, retirement, risk management and philanthropic planning.
Investment management and retirement planning solutions for clients whose situations are less complex than a traditional CCM Integrated Wealth Management client.
Comprehensive retirement plan solutions for companies of all sizes.
Investment advisory and fiduciary consulting for foundations, endowments and associations.
Some things in life are predictable, while others are random. We believe that managing risk is as important as seeking opportunities.
Develop and implement a philanthropic plan that matches your desire to make a difference and leave a legacy.
Proactive tax planning, in addition to tax return preparation services through a commonly held affiliate of CCM.
Trust solutions for clients whose financial, family or business needs require the services of a professional fiduciary.
Developing a plan for meeting education expenses is a key priority for many CCM clients.
An effective stock option strategy may impact your future more than any other facet of your financial plan.
An investment strategy that honors your personal values and philosophies.