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Knowledge-Driven Solutions

Welcome to Carr Wealth Management, LLC, an independent comprehensive planning firm. We have been serving the greater Tri-Valley area for the past 18 years with financial planning and investment management services. The company’s founder, Anthony B. Carr, has been an active CPA for the past 30 years. His tax and planning knowledge provide the basis for the tremendous value-added service the company provides for its clients.

The company is:

Independent * Fee-Only * A Fiduciary * A Registered Investment Advisory Firm

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3rd Quarter Equity and Bond Market Review

A review of world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.

VIEW SUMMARY

Investment Management

We stress goal-oriented investment strategies instead of transaction oriented ones. We help clients take advantage of the markets instead of the markets taking advantage of them.

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Retirement Planning

Whether you need help in specific planning areas or more comprehensive planning, we can help you with fee-only, knowledge-driven service.

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Social Security Planning

Planning for the optimal social security claiming strategy requires knowledge-based solutions, not products.

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Fiduciary Care

Always acting in the best interests of clients should not have to be legally required – it should be a universal rule.

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