Welcome to my company's website. I am Anthony Carr, I am the principal at Carr Wealth Management, LLC.  I specialize in helping clients who are entering retirement or are already in it. I offer a service with lower costs, greater expertise, and access to more effective solutions.

My investment philosophy is centered on evidence that combines common sense and straightforward principles, which I strive to help my clients understand. The powerful strategy of compounded growth is most effective when the costs of implementation are minimal.

I manage investment portfolios with an emphasis on lower costs, sound knowledge, diversification, and avoidance of speculative strategies.

Many investors employ transaction-oriented strategies, a form of short-term speculation. For example, buying or selling a stock based on yesterday’s news is an example of ill-advised speculation (you buy high and sell low).  I advocate for a more goal-oriented approach, which involves identifying financial objectives and then adhering to a plan designed to produce positive long-term results that help achieve those objectives. 

 I have managed client investments for over twenty-five years. My background and experience make me ideally suited to assist individuals with the various financial issues they face today, including investment management, retirement planning, tax planning, and estate planning. I have been a fiduciary for thirty-eight years. My independence assures objectivity at all times.

My family has lived in Pleasanton since 1988. I have experienced the pleasure of making numerous friends in this community. I look forward to continuing my service to the Tri-Valley area. Please review my website for more information on my company. Don't hesitate to contact us if you have questions or want to discuss my services further. There is no charge for an initial consultation.

Sincerely,
Anthony B. Carr, CPA, CFP®, MBA