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Sunset Sailboats

Steadfast Stewards of Wealth Since 1997


About CCM/Investment Counsel

CCM/Investment Counsel is a mid-sized investment advisory firm focused exclusively on providing sound advice to clients and being an excellent investor on their behalf. Our clients include individuals, families, trust funds, pension plans, and non-profit organizations. 

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Arrange a Free Consultation

Arrange a Free Investment Consultation*

Arrange a free consultation with CCM/Investment Counsel today. During your investment consultation we will:

  • Consult with you to determine your personal investment needs and objectives. This includes the purpose of the funds you are investing; your time horizon; cash flow needs; risk tolerance; tax and  estate planning considerations; and overall personal preferences;

  • Provide one-on-one guidance about wealth management, investment planning, asset allocation, portfolio construction, and other personal investment subjects that are relevant to you;

  • Review and offer our preliminary thoughts about your current investments and how they relate to your personal needs and objectives;

  • Arrange, if you desire, a follow-up consultation to present a personalized investment solution to you.

* Certain restrictions apply. Investment consultations are provided only to investors who meet our client prerequisites.

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CCM/Investment Counsel*

* Please do not provide any account instructions  or requests via  email or voicemail. Such information provided via these communication methods will not be fulfilled.

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