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.

The foundation of my investment philosophy is based on academic evidence and research.  Coming from a CPA background, I was accustomed to a higher level of certainty and exactness in the numbers and their results. Investing, of course, is not as reliable or as certain as accounting. In fact, in the short term, investment outcomes are completely uncertain.

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 been an independent fiduciary managing 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. 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. Please don't hesitate to contact us if you have any questions or would like to discuss my services further. There is no charge for an initial consultation.

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