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 for our clients is focused on achieving the long-term benefits of compounded growth. We believe that a successful investment experience does not require any special education, knowledge, or training. We also believe that there are two primary requirements to achieve the positive effects of compounded growth - discipline and access to investments designed for long-term appreciation.
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 happy to help you.
2nd 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.