Welcome to Carr Wealth Management, LLC, an independent, fee-only financial planning firm and Registered Investment Advisor. I am the principal, Anthony Carr. We help clients reach their desired futures by providing them access to a trusted and reliable source of relevant financial information. I have been a Certified Public Accountant (CPA) for the past 30 years. I have also been a Certified Financial Planning (CFP®) Professional for over 20 years. I started a CPA and consulting business in 1994 and have been independently managing publicly traded investments (stocks, bonds, etc.) since 2000.
Today we confront the new tax code, actions of the Federal Reserve, interest rates, inflation, and political and economic volatility. And wherever you are in the financial life cycle – accumulation, distribution, or preservation phase (probably a little of everything), you need expert advice and consulting that considers all aspects of your financial condition while you navigate toward your destination. I believe I have several competitive strengths including low costs, tax knowledge, and independence. But it’s the personal high-quality service that I can offer that you may not get at larger firms. Although my company is not a household name, it is a Registered Investment Advisory Firm in the state of California and has to comply with the same rules, laws, and provide brokerage insurance protection as the much larger RIA’s.
When I began making the transition from the accounting field to planning and investments more than twenty-years ago, It was more challenging than I thought it would be - I had grown comfortable with the exactness and certainty of accounting numbers. Planning and investments are more involved with an uncertain future. But over the course of my career, I have developed the skill and knowledge of placing more emphasis on the things we can control such as costs and avoiding the things we can’t.
The path I’ve pursued in my career has given me the opportunity today to help make a difference in people’s lives. What kind of difference? I take pride in knowing that my company provides low-cost solutions and a superior level of knowledge in various financial areas that help people get to where they want to go. It’s knowledge, not products, that is at the core of my company’s mission to help clients reach their destination.
My wife and I have residents of Pleasanton for the past thirty-years. We have two adult children and we have a fourteen-month grandson. I've been involved in many community activities including coaching youth sports, Rotary membership, Chamber of Commerce, and annually volunteering as a basketball referee for Special Olympics. I realize that we live in a special community and my company is committed to providing a high-quality service to the citizens of the Tri-Valley and beyond. Please review the website for more information about the services offered by my company, I believe you will find much useful information. Please take advantage of the “no-charge” initial consultation or simply contact me if you have any questions.