CCR Wealth Management, an investment management and financial planning firm, has launched its new national headquarters office in Westborough, Massachusetts.

The firm said that the opening of the new office is part of its broader expansion plan to support its ongoing expansion and anticipated new hires of advisors and client service professionals.

Go deeper with GlobalData

Premium Insights

The gold standard of business intelligence.

Find out more

Overall, the firm currently has 18 advisors and client service professionals across its offices in Westborough and Glastonbury, Connecticut. It intends to hire additional professionals and support staff in the coming two to five years, who will be based in the new Westborough headquarters.

CCR managing partner David Borden said: "Since establishing CCR Wealth Management in 1998 with the aim of building the premier financial advice platform for successful professionals and entrepreneurs in New England and throughout the country, our firm has enjoyed steady and sustainable growth, averaging around 20 percent [growth in revenues] each year.

“Knowing that our success is driven by our ability to deliver exceptional service to our clients, we are investing in expanded office facilities to bring on board fresh talent as part of our strategy of continuously driving enhanced support for the families and businesses we serve. At the same time, we are delighted to have grown our business in Westborough and remain committed to creating jobs right here in our hometown."

CCR manages wealth as well as offers customised financial planning solutions and portfolio management for individuals, businesses and charitable entities. The firm currently has over $1.2bn in client assets under advisement.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.