Through in-depth, long-term relationships, CCAM seeks to truly understand the unique circumstances and goals of each individual client.
We consider ourselves “Wealth Managers” who specialize in the building and preservation of wealth while providing peace of mind to our clients.
CCAM provides specific consultation and administrative services regarding investment and financial concerns of the client.
Whether your situation calls for Life Insurance, Long Term Care, Disability or Annuities, we will help you and make sure that you’re adequately covered.
Being a Fiduciary means that our clients’ interests are our top priority. We agree in writing to put your needs ahead of our own in every situation.
Corporate Retirement Plans
Whether you are a new or established business, we can help you start a Qualified Retirement Plan that helps you and your employees plan for your financial future.