Helping Clients Make Better Informed Financial Decisions!
"Helping ClientsToday ManageTheUncertainties Of Tomorrow"
Welcome to Carr Wealth Management, LLC, an Independent fiduciary planning and a Registered Investment Advisory (RIA) firm. We have been serving the greater Tri-Valley area for the past 20 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 offered investment strategies that feature lower-costs, publicly-traded securities, widely-diversified allocations, and tax-efficiency.
We are an independent firm with no ties or obligations to any company that sells proprietary products. Being independent makes it easier to fulfill our legal obligation to always act in the best interests of our clients. We equate or company's mission and philosophy to that of large pension plans or endowment funds, who have a fiduciary standard to act in the best interests of their large pool of participants, and accordingly, have access to the lowest cost investment alternatives that adopt sound and prudent investment principles. Many financial planners are not required to comply with the best interests standard; they only need to consider various products that are "suitable" to the client - there's a big difference!
We are a fee-only firm, which means we do not charge commissions of any kind on any services or investments sold. We believe this method is effective because it provides a working incentive for both the client and adviser to utilize sound investment principles that are designed for capital growth.
The company’s founder, Anthony B. Carr, has been an active CPA for the past 33 years and a Certified Financial Planner professional for the past 23 years. We feel our clients have the advantage of having access to a trusted source of financial expertise that helps guide them through the challenging path of reaching their financial goals.
Please review our website to discover the many sources of information and educational materials. Please feel free to contact us and take advantage of a no-charge initial consultation. We can, of course, communicate through email or telephone as a result of the social distancing requirement.
We believe our role as a quality investment advisor is to place our clients in the best position to have a positive investment experience. We believe we succeed in helping our clients reach their goals by focusing on variables we can control during the process, and plan for, the best we can, for the variables we can't control. Adding client value is as much as helping you with making the right decisions as it is helping you avoid the wrong ones.
We believe that a well-prepared financial plan can benefit you in numerous ways, including:
Non-Commissioned, Independent Financial advice.
View the tremendous resources available (articles, videos, etc.) to help gain a better understanding of financial issues which help make better informed financial decisions.
Always acting in the best interests of clients should not have to be legally required – it should be a Universal rule.