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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 specialize in providing our clients access to a more efficient way of planning and investing. Since 1999, we have specialized in offering passive investment strategies. The firm's mission since its inception has always focused on the things that we can help control, such as costs, diversification, and tax-efficiency. The uncertainty of the markets is beyond our control, but the evidence is clear that a successful investment experience is more likely with a focus on long-term investing  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 

Read Anthony Carr's Latest Blog

The base Medicare B Premiums are scheduled to rise from $135.50 to $144.60 in 2020, a 6.7%. What is puzzling is that the Social Security Cost of Living Adjustment, which supposedly reflects the overall inflation of "everyday" prices, is only 1.6% for 2020. 

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Investment Management

We believe a successful investment experience begins with the acknowledgement that despite the continuous uncertainty of market direction, there are variables that we can control and improve the chances of having a successful investment experience:

  • Lower costs
  • Designed diversification
  • Strategy
  • Tax Efficiency

Independent, Fiduciary, and Non-Commissioned.

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Financial Planning

We believe that a well-prepared financial plan can benefit you in numerous ways, including:

  • Establish Asset Growth expectations,
  • Plan for suitable sources of retirement distributions, and
  • Plan for the preservation of assets for you and your family.

Non-Commissioned, Independent Financial advice.

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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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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


Social Security Planning

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

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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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