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Investment Management

Carr Wealth Management, LLC, is an independent, fee-only planning firm, and a Registered Investment Advisory Firm. We manage investment portfolios for clients who seek objective, low-cost, and tax efficient solutions from an experienced fiduciary. We have been providing high-quality service to the Tri-Valley area for over twenty years. 

Our investment approach is centered around academic evidence and straight forward common sense principles. Our mission is to help clients realize the benefits of long-term discipline investing and maximize the expected returns that remain in their pocket, not someone else's.


1st Quarter 2021 Market Summary

1st Quarter 2021 Market Summary

A straightforward look at the various performance results for first quarter investment markets across the globe including stocks, bonds, real estate, and currencies.  The information is presented in a reader-friendly way and it can get as comprehensive as you like. 

CLICK HERE TO VIEW

Investment products offered through Carr Wealth Management, LLC, are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

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