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RE: Retirement The Power of Tax-Deferred Growth Social Security: By the Numbers Ready for Retirement? When Do You Need a Will?


Welcome to Carr Wealth Management, LLC, an Independent Planning Firm 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 believe that to accomplish financial goals, one should have a sound financial plan to properly guide them. But it requires more than just a written plan that frequently gets shelved away never to see the light of day again. Helping clients reach their financial destination requires the financial adviser to have extensive knowledge that guide clients through the dangerous detours, hazardous speed-bumps, and alluring short-cuts that can impede and halt the progress to financial goals.The company’s founder, Anthony B. Carr, has been an active CPA for the past thirty-years and a Certified Financial Planner professional for the past twenty-years. His tax and planning knowledge provide the basis for the tremendous value-added service the company provides its clients. Please review our website and feel free to contact us and take advantage of a no-charge initial consultation that can help you and your family reach their desired destination.

See Anthony Carr's latest Blog


Investment Management

We stress goal-oriented investment strategies instead of transaction-oriented ones. We help clients take advantage of the markets instead of the markets taking advantage of them.

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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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2018 Equity and Bond Market Review

A review of world capital market performance and a timeline of events for 2018. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.

VIEW PDF SUMMARY

Social Security Planning

Planning for the optimal 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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Blog Posts 

See the latest blog post and other blogs written by Anthony Carr that are educational, informative, and timely.

View Blog Page

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