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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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2017 Market Review

This report features world capital market performance for 2017.

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Investment Management

Low-Cost, disciplined Investing that takes advantage of compounded long-term growth.

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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 most efficient 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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