Managing Tomorrow’s Uncertainties Today!
Carr Wealth Management, LLC is a Registered Investment Advisor located in Pleasanton, CA. Anthony B. Carr, CPA, CFP, MBA, has managed client investment accounts since 1999. The firm is an independent Fiduciary and uses Charles Schwab’s institutional custodial services. The firm charges on a fee-only basis. The fee for managing portfolios ranges from .80 to 1.20%. The cost is very competitive with other advisor services, including those offered by banks and insurance companies that manage investments. The fee covers all aspects of managing your account, including meetings, telephone calls, and creating and periodically updating your financial plan. No other costs or expenses are incurred except CWM’s quarterly fee and transaction costs (minimal trading).
Intelligent Investing
Many investors employ transaction-oriented strategies, such as chasing yesterday’s news, market timing, and attempts to identify “mispriced” securities.We advocate disciplined investment strategies tailored to your financial situation and objectives. We can help with constructing widely diversified portfolios containing equities (stocks), fixed-income securities (bonds), and alternative investments. Investing is about balancing risk and return, and a plan to achieve goals will be based on changing financial situations and risk tolerance, which requires quality advice and extensive financial knowledge.
(925) 484-1671
anthony@carrwealth.com
Goal-Oriented Planning
Financial planning is a distinct type of planning because it focuses on goals that are not expected to be achieved in the short term. In addition, the success of losing weight, exercising more, or getting a degree, for instance, requires actions that we can control. Conversely, planning for the next 20 to 30 years after retirement involves many variables we cannot control, such as investment returns, interest rates, and inflation. Another difference is that financial planning is never actually completed. Someone can prepare a plan for you based on today’s information, but unless the plan is continuously updated, it will consist of nothing more than statements of financial condition as of a particular date in the past.
Planning effectively for your financial future requires a source of expert knowledge, decades of experience, and a fiduciary who is required to act in your best interests.
Who Are We?
Carr Wealth Management has been in business since 1999. The company became a Limited Liability Company in 2015. The firm is a Registered Investment Company in the state of California.
We are an independent fiduciary with no ties or obligations to any company that sells proprietary products. The company’s investment philosophy has never changed - providing clients with passively managed, low-cost, well-diversified, and tax-efficient investments designed for long-term capital appreciation.
We offer a no-charge consultation, a cost-effective way to evaluate our services and determine if we meet your expectations of a trusted and competent advisor.
anthony@carrwealth.com
(925) 484-1671
4695 Chabot Dr. #200
Pleasanton, CA 94588
