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Social Security: By the Numbers When Do You Need a Will? Women and Retirement Should I Invest in Gold? Retiring the 4% Rule The Power of Compound Interest


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.


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3rd Quarter 2019 Equity and Bond Market Review

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

VIEW PDF SUMMARY

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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Social Security Planning

Planning for the optimal social security claiming strategy requires knowledge-based solutions, not products.

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Client Education

View the tremendous resources available (articles, videos, etc.) to help gain a better understanding of financial issues which help make better informed financial decisions.

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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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