4695 Chabot Road,
The value of a qualified financial advisor goes well beyond investment selection and asset allocation. An advisor can help clients define their investment goals, identify concerns, and create a comprehensive Wealth Management plan to fulfill life objectives. By partnering with a professional who can consolidate sources of information and expertise, clients can make financial and investment decisions in the context of their entire financial picture.
Carr Wealth Management, LLC, is an independent, fiduciary, fee-only registered investment advisory firm with no obligations or incentive-based agreements with any company selling proprietary products. Anthony B. Carr, CFP®, CPA, has dedicated his career to helping people pursue their financial goals by providing goal-oriented strategies with low-cost investment and planning services.
Anthony B. Carr, CPA, CFP,™, owner of Carr Wealth Management, LLC, has been a CPA for over 36 years and has managed client investments for over 25 years.
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Please feel free to review our services and contact us to schedule a no-charge consultation.
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