Broker Check

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

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. 

CLICK HERE TO VIEW

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!