Financial Planning services“We work hard, so you don’t have to”

We begin a long-term advisory relationship by taking a detailed look at your overall financial situation in order to:

  • Understand your goals and what is truly important to you.
  • Identify opportunities and risks particular to your circumstances.
  • Develop strategies to help you reach your goals.

Whether you are an individual investor seeking wealth management and financial planning services, or a family or corporate fiduciary requiring consultative and management support of your fiduciary responsibilities, CCa can help.

Wealth Management

We typically address several major areas of wealth management and financial planning, including:

  • Asset Allocation
  • Implementation
  • Monitoring of Managers
  • Tax Management
  • Investment & Stock-Option Planning
  • Estate Planning
  • Cash Analysis
  • Long-Term Capital Needs
  • Risk Management
  • Charitable Giving
  • Social Security Claiming Strategies
  • Post-Retirement Investment Strategies
  • Retirement Feasibility Analysis

Fiduciary Services

We can help fiduciaries structure and monitor retirement plans, family trusts, and charitable trust investment programs, with the following services:

  • Experts on fiduciary rules
  • Consulting for fiduciary requirements
  • Analyzing assets
  • Proposing suitable asset allocation
  • Controlling investment risk
  • Evaluating investment returns
  • Oversee investment expenses
  • Analyzing non-traditional investments
  • Institute prudent procedures
  • Establish investment “best practices”

Our firm’s experience is deep, broad and practical. CCa acts not only as an advisor but also as an independent fiduciary decision maker when the fund’s regular fiduciaries require additional support and management.


We know — and deliver to our clients — investment “best practices”