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INVESTMENT MANAGEMENT


Carr Wealth Management, LLC, is an independent, fee-only planning firm, and a Registered Investment Advisory Firm (RIA). 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.  

 Our approach has always remained the same - giving clients a more efficient way to invest. Our role is to place our clients in the best position to have a positive investment experience, and we do that by focusing on the variables we can control - costs, diversification, and tax-efficiency. 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.


Our Investment Philosophy

Our Investment Philosophy

Common sense and straightforward investment principles are adopted to maximize the money that stays in your pocket, not someone else's. 

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Rollovers & Transfers

Rollovers & Transfers

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. 

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Investment Options

Investment Options

Providing efficient, low-cost access to investments that are transparent, liquid, and well-diversified.

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Security

Security

Our RIA firm complies with the same compliance and insurance protection as much larger firms do. We stress client security as a primary mission.

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Education

Education

Please explore our articles, blogs, videos, financial calculators, and slide shows on various investment topics to help you make better informed financial decisions.

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