Helping Clients Make Better Informed Financial Decisions!
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 have specialized in offering passive investment strategies since 2000. Lower costs, wide-diversification, tax-efficiency, and access to a more efficient way to invest has been the firm's mission since the beginning. 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 to determine if we can provide the type of guidance and advice you seek.
See Anthony Carr's latest Blog
A user friendly review of world capital market performance and a timeline of events for the second quarter of 2019. 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. Please feel free to contact us if you have any questions
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.
Whether you need help in specific planning areas or more comprehensive planning, we can help you with fee-only, knowledge-driven service.
Planning for the optimal social security claiming strategy requires knowledge-based solutions, not products.
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.