Welcome to Carr Wealth Management, LLC, an Independent Planning Firm 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 believe that to accomplish financial goals, one should have a sound financial plan to properly guide them. But it requires more than just a written plan that frequently gets shelved away never to see the light of day again. Helping clients reach their financial destination requires the financial adviser to have extensive knowledge that guide clients through the dangerous detours, hazardous speed-bumps, and alluring short-cuts that can impede and halt the progress to financial goals.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 that can help you and your family reach their desired destination.
See Anthony Carr's latest Blog
2018 Equity and Bond Market Review
A review of world capital market performance and a timeline of events for 2018. 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.
