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4695 Chabot Road Suite 200 Pleasanton, CA 94588

925-484-1671
anthony@carrwealth.com
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Fee-Only Investment Management

Carr Wealth Management, LLC, is an independent, fee-only 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 provided high-quality service to the Tri-Valley area for close to twenty-five years. 

* Independent Fiduciary

 We believe acting in the clients best interest should not be choice when it comes to managing financial assets. compliance with the fiduciary rule of "always acting in the client's best interests" cannot be fully adopted if agreements with proprietary product-selling companies and participation in contests to win prizes and awards exist. 

* Tax Expertise

Investment decisions along with planning strategies share a common concern – taxes. The company owner, Anthony B. Carr, CPA, CFP®, has been an active Certified Public Accountant for 36 years. Although the firm does not prepare tax returns, the tax expertise can add significant value to the investing and planning functions performed for you.

*  Fee-Only Service

Our compensation is derived from a fee-only cost structure which provides a working incentive for both myself and the client to invest and plan effectively. We do not receive commissions or any income other than fee-only compensation from planning and investment management. See our fee schedule for financial planning and/or investment management services.

* Custodian

 Carr Wealth Management, LLC, has selected Charles Schwab & Co., Inc. as primary custodian for our clients' accounts. Schwab Advisor Services serves independent investment advisory firms like ours and includes the the custody, trading, and support services of Charles Schwab & Co., Inc. Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients. 

Rollovers & Transfers

Rollovers & Transfers

We help with rolling over employer sponsored retail retirement plans to low-cost and well-diversified institutional investments.

Independent Fiduciary

Independent Fiduciary

A fiduciary is legally required to act in their clients' best interests. We believe the compliance to the best interest standard is compromised if the advisor is employed by, or has sales agreements with, a company that sells proprietary products. 

Company Fee Schedule

Company Fee Schedule

Staying up to date on the changing landscape of investments, financial planning, taxes, and other regulatory matters requires time, expertise, and resources. 

Recognizing Dimensional Fund Advisors (DFA) - Our Mutual Fund & ETF Provider

Barron’s has named Dimensional Fund Advisors No. 1 in the outlet’s “Best Fund Families of 2022” list. Our firm has used almost exclusively DFA funds since 2002. The rankings look at the one-year records of how each firm’s actively managed funds performed vs. peers, based on data from Refinitiv Lipper.

“Dimensional is known for its roots in academic research on factor investing, particularly involving value investing, and its tendency to favor smaller companies that are highly profitable,” the outlet noted. “As such, the firm sidestepped the meltdown in mega cap growth names and companies with few, if any, profits.”

Barron’s also commented on how Dimensional keeps close tabs on equity premiums through daily price information. The firm’s managers watch for buying opportunities when growth stocks fall into value territory, and they also rely on factors such as momentum to help determine if it’s time to buy.

Dimensional is No. 17 on Barron’s “5-year Ranking” of fund families and No. 7 on its 10-year list, the longest time horizon included.

“While nobody can control markets, we can control how we harness them,” said Bryce Skaff, Co-Head of the firm’s Global Client Group. “We’ve taken a consistent approach to designing and managing investment portfolios for more than 40 years. We’ll continue to pursue long-term drivers of expected returns so we can work toward delivering reliable outcomes for our clients and investors.”

To read the full article, click here.


Dimensional Fund Advisors® (DFA) is the primary investment company that we have used for the past twenty-years to provide the various diversified investment vehicles we offer including as Mutual Funds and Exchange Traded Funds (ETF's). 

Dimensional At A Glance 

View DFA's one-page summary: 'There's Stock Picking. There's Indexing. Then There's Dimensional Investing.'

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Here are a few of the brief DFA summary (one-pager) resources available to help investors become better informed about their investment objectives.

TIPS Can Help Investors Hedge Inflation

The Cost Of Trying To Time The Market

The Randomness Of Global Stock Returns



Company Mission

Company Mission

Carr Wealth Management, LLC 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 imparting a certain level of knowledge about investing and other financial matters, which can translate into discipline. By partnering with a professional who knows and understand them, clients can make financial and investment decisions in the context of their entire financial picture.  

Asset Protection Policies

Asset Protection Policies

TD Ameritrade Institutional, our client custodian, is committed to offering one of the highest levels of security in the industry - at no cost to you.

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.

RISKS
Investments involve risks. The investment return and principal value of an investment may fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original value. Past performance is not a guarantee of future results. There is no guarantee strategies will be successful.

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