4695 Chabot Road
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. Whether a client is in the accumulation, distribution, or preservation phases, we have the expertise and knowledge to help them reach their financial goals. We believe that the investment management role is a critical one, but nevertheless, it is just a part of a larger overall plan. We feel that a thorough plan should serve as the guide for an investor's investment strategy. The plan will be specifically tailored to your situation and designed to identify where a client wants to go, where they stand currently, and how are they going to get to their destination in the most efficient way.
We have managed investment portfolios for the past nineteen years with the major emphasis on providing our client's access to a more efficient way to invest by providing low-cost, tax-efficient, and well-diversified passively managed funds. Our investment approach is based on a belief in the markets. Please explore our site and feel free to contact us to set up a fee consultation with Anthony B. Carr, CPA, CFP®, MBA,to discuss your goals and objectives.
A user friendly review of world capital market performance and a timeline of events for 2019. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.
The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. Please feel free to contact us if you have any questions
No special education, knowledge, or training is required to have a successful investment experience.
We can help simplify your investment experience by consolidating your investments and helping you every step of the way with rollovers and transfers from employer or other brokerage accounts.
Providing efficient, low-cost access to investments that are transparent, liquid, and well-diversified.
Our RIA firm complies with the same compliance and insurance protection as much larger firms do. We stress client security as a primary mission.
Please check-out our articles, videos, calculators, and slide shows on various investment topics.