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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 been providing high-quality service to the Tri-Valley area for over twenty-years. 


Tax Expertise

Investment decisions along with planning strategies share a common concern – taxes. Most of all financially-related decisions will involve some form of tax implications. The type of account you choose (i.e., Traditional v. Roth IRA), or the form of retirement distributions, taxable v. non-taxable, alternative minimum tax, etc. The company owner, Anthony B. Carr, CPA, CFP has been an active Certified Public Accountant for the past 34 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.

 Click to View Tax Resource Center


 Fees

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 other type of income other than the fee-only compensation from planning and investment management.

 

Independent Fiduciary

We believe that compliance with the fiduciary rule of “always acting in the client’s best interests” cannot be fully adopted if there are agreements with proprietary product selling companies and participation in contests to win prizes and awards. Other than the low-cost institutional mutual funds we use, we have no ties or obligations to any company that sells proprietary products.

 

Passive Investments

Our company philosophy has always been centered on the belief that granting investors access to capital markets should not be as complicated and costly as it is. We grant access to institutional investments which are designed to be low-cost, well-diversified, tax-efficient, and attain long-term capital appreciation.

We believe the most powerful investment strategy to building wealth is using compounded growth and tax-deferral. But the growth can be hampered unnecessarily by excessive fees, possible taxes, and ineffective strategies.

Passive investing strategies allow my clients to harness the market’s power by putting the market’s collective knowledge to work for us, not against us. Large pension plans and endowment funds use passive management strategies simply because the fiduciary duty of trustees or sponsors holds them accountable to invest in a manner that is in the best interests of all their participants.

Please feel free to view more of our website and additional resources we provide. If you would like more information or have a question, please use the form below and we'll be more than happy to help you. 

Click Here To View "What is Passive Investing?"

First Quarter 2022 Index Returns

First Quarter 2022 Index Returns

Review the one-page latest quarterly and selective annual index returns for various asset classes to help measure your investment performance with capital markets.

2021 Annual Market Review

2021 Annual Market Review

PowerPoint slides feature annual performance of the global equity and fixed income markets.

Missing the Market's Best Days


Please view the brief video on the perils of trying to "time" allocations to higher-yielding assets when the markets are rising and lower exposure to higher-risk assets during market downturns. The video is prepared by Dimensional Funds Advisor's - the investment company that I predominantly use for my client's asset allocation. 


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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