4695 Chabot Road
The value of an 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. This can include many services beyond investment selection and asset allocation, such as financial planning, estate planning, insurance, or charitable gifting. This can also include education and impart a certain level of knowledge about investing and other financial matters ,which can translate into discipline. By partnering with a professional who knows and understands them, clients can make financial and investment decisions in the context of their entire financial picture.
Anthony B. Carr, CPA, CFP,™, owner of Carr Wealth Management, LLC, has been managing investments for clients for over twenty-two years and has been an active CPA for over thirty-four years.
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Please feel free to review our services and contact us to schedule a free no-charge consultation.