Fee-Only Fiduciary RIA - Pleasanton - Carr Wealth Management, LLC

Rollovers & Transfers

Carr Wealth Management can help with rollovers from employer plans or transfers from other brokerages.

No-Charge Initial Consultation

Discussing your goals and concerns personally with Anthony Carr, CPA, CFP® at no charge can be a valuable use of your time.

Independent Fiduciary

Always acting in our clients' best interests should never be a choice, it should be a must!

Our Services

Our services include the most direct access to low-cost institutional investments along with the highest level of expertise in planning. We believe solutions to financial planning issues should emphasize knowledge, not products.

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Our Firm

As an independent fiduciary planning firm, we are committed to providing complete objectivity and unbiased advice.

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Our Process

Whether you are rolling over employer sponsored plans, transferring funds from elsewhere, opening up a brokerage account, or want financial planning service, we strive to build long-lasting relationships.

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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

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