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RE: Retirement The Power of Tax-Deferred Growth Social Security: By the Numbers Ready for Retirement? When Do You Need a Will?


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 20 years with financial planning and investment management services.

We believe that to accomplish goals, one should have a plan and have access to a reliable and trusted source of wide ranging financial knowledge.The company’s founder, Anthony B. Carr, has been an active CPA for the past 30 years and a Certified Financial Planner professional for the past 20 years. His tax and planning knowledge provide the basis for the tremendous value-added service the company provides its clients.


The Company is:

Independent * Fee-Only * A Fiduciary * A Registered Investment Advisory Firm



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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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.

VIEW PDF SUMMARY

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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Blog Posts 

See the latest blog post : (12/28/2018) "CD's, The Fed, & Interest Rates" and other blogs written by Anthony Carr that are educational, informative, and timely.

View Blog Page

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