Broker Check

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. 

Our investment approach for our clients is finding out where they want to go, where they are now, and what needs to be done to get them to their destination? We believe that a successful investment experience does not require any special education, knowledge, or training. We also believe that discipline and access to investments designed for long-term appreciation are essential to obtaining the full benefits of compounded growth.

When it comes to financial planning, the adage that "you get what you pay for" is generally a true statement. The many areas of financial planning that can impact your journey to and through retirement require a knowledgeable, trustworthy, and professional source of information. However, when it comes to investment management, the relationship between costs and performance do not always support the "you get what you pay for" statement. In fact, in most cases, the higher the costs of an investment, the returns will most likely be lower.

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. 


3rd Quarter 2021 Market Summary

3rd Quarter 2021 Market Summary

A straightforward look at the various performance results for third 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. 

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.

Have a Question?

Thank you!
Oops!