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Client Centered

"Helping Clients
Today Manage
The
Uncertainties Of Tomorrow"

Anthony Carr's latest Blog - "Coronavirus (CARES Act) Summary of Retirement Account Rules.

  Our mission is to help clients manage the uncertainties of tomorrow, and we certainly have run into uncertain times. Due to the Coronavirus, our economy along with the global economy is heading into unstoppable anguish. To help avoid the current and continuing economic struggle that our economy is facing, the U.S. Government has passed a massive economic stimulus bill – “The Coronavirus Emergency Relief bill (CARES Act).” Although the bill covers many important financial issues and concerns, I am focusing on the main aspects of how the bill impacts retirement accounts and retirement planning. See Blog for Summary and a few examples.

VIEW BLOG


Welcome to Carr Wealth Management, LLC, an Independent fiduciary planning and a Registered Investment Advisory (RIA) firm. We have been serving the greater Tri-Valley area for the past 23 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 offered investment strategies  that feature lower-costs, publicly-traded securities, widely-diversified allocations, and tax-efficiency. 

 We are an independent firm with no ties or obligations to any company that sells proprietary products. Being independent makes it much easier to fulfill our legal obligation to always act in the best interests of our clients. Many financial planners are not required to comply with the best interests standard; they only need to consider various products that are "suitable" to the client - there's a big difference! 

 We are a fee-only firm, which means we do not charge commissions of any kind on any services or investments sold. We believe this method is effective because it provides a working incentive for both the client and adviser to utilize sound investment principles that are designed for capital growth.

  The company’s founder, Anthony B. Carr, has been an active CPA for the past 33 years and a Certified Financial Planner professional for the past 23 years. We feel our clients have the advantage of having access to a trusted source of financial expertise that helps guide them through the challenging path of reaching their financial goals.

Please review our website to discover the many sources of information and educational materials. Please feel free to contact us and take advantage of a no-charge initial consultation. We can of course have telephone conversations as a result of the social distancing requirement.




Investment Management

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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Financial Planning

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

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

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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