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. The firm's mission since its inception has always focused on handling uncertainty with things we can control - lower costs, wide diversification, tax-efficiency, and having access to a more efficient way to invest. The company’s founder, Anthony B. Carr, has been an active CPA for the past thirty-two years and a Certified Financial Planner professional for the past twenty-years. Having an independent trusted source of financial expertise gives our clients advantages and benefits during their journey to reaching financial goals.
Please review our website to discover the many sources of information and how to access a more efficient way to build your wealth. Please feel free to contact us and take advantage of a no-charge initial consultation
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.
View the tremendous resources available (articles, videos, etc.) to help gain a better understanding of financial issues which help make better informed financial decisions.
Whether you need help in specific planning areas or more comprehensive planning, we can help you with fee-only, knowledge-driven service.
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
Planning for the optimal social security claiming strategy requires knowledge-based solutions, not products.
Always acting in the best interests of clients should not have to be legally required – it should be a Universal rule.