4695 Chabot Road,
Personal Retirement Planning
Anthony B. Carr, CPA, CFP®, MBA, provides experience, knowledge, and objective personal service to help guide his clients through the growth, distribution, and preservation phases of their financial life-cycle!
Adding Client Value
We employ evidence-driven strategies that help clients take value-added actions, but we also add value from avoiding the wrong and costly actions.
Product-driven strategies by non-fiduciaries are not always in the clients' best interests. Always acting in our clients' best interests should never be a choice, it should be a must!
Our investment strategy is based on academic evidence with a focus on goal-oriented, non- transaction-oriented, strategies designed to let the markets work for us, not against us.
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.
Advances in technology has provided an opportunity for individuals to gain access to helpful financial information at the click of a mouse. Please view the articles, videos, calculators, and slide shows that will hopefully help you identify your area of concern.
Carr Wealth Management, LLC has selected Charles Schwab & Co., Inc. as primary custodian for our clients' accounts. Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc.Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients.
Bull and Bear Go To Market
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job