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"Helping Clients
Today Manage
Uncertainties Of Tomorrow"

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 

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
  • Diversification
  • Long-Term (Non-Speculative) Strategy
  • Tax Efficiency

Independent, Fiduciary, and Non-Commissioned.

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Article: Hindsight is 20/20, Foresight Isn't.

Investment decisions are commonly, if not usually, based on hindsight, which most of the time are unwise due to the randomness and uncertainty of future returns. Basing investment decisions on individual risk tolerance, personal goals, and long-term discipline prove to be the most effective.

Please see article by Dimensional Fund Advisors, L.P., the institutional investment company that we at Carr Wealth Management, LLC, have been using almost exclusively for the past twenty-years.

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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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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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