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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.

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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