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Knowledge-Driven Financial Advice

Welcome to Carr Wealth Management, LLC, an independent wealth management firm. We have been serving the greater Tri-Valley area for the past 17 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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Social Security Presentation, December 12, 2017

Come find out the strategies that are available to retiring and disabled individuals eligible for social security benefits. The rights of spouses, divorced spouses, and dependents will also be discussed. See  Social Security Presentation Flyer 

Social Security Planning

Retirement Planning

The balancing act needed today between accumulating, distributing, and preserving your assets requires access to better sources of financial information for better informed financial decisions.

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Investment Management

Seventeen years of employing goal-oriented investment strategies that let the markets work for our clients instead of against them.

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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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