Welcome to Carr Wealth Management, LLC, an Independent planning and a Registered Investment Advisory firm. We have been serving the greater Tri-Valley area for the past twenty-years with financial planning and investment management services. We specialize in providing our clients access to a more efficient way of planning and investing. Since 1999, we have specialized in offering passive investment strategies. The firm's mission since its inception has always focused on the things that we can help control, such as costs, diversification, and tax-efficiency. The uncertainty of the markets is beyond our control, but the evidence is clear that a successful investment experience is more likely with a focus on long-term investing  The company’s founder, Anthony B. Carr, has been an active CPA for the past thirty-two years and a Certified Financial Planner professional for the past twenty-years. Having an independent trusted source of financial expertise gives our clients advantages and benefits during their journey to reaching financial goals.

Please review our website to discover the many sources of information and how to access a more efficient way to build your wealth. Please feel free to contact us and take advantage of a no-charge initial consultation