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Team

“It’s knowledge, not products, that is at the heart of my company’s mission to help clients reach their financial goals.”

Anthony B. Carr, CPA, CFP®

Owner

925-484-1671

925-462-0594

anthony@carrwealth.com

Welcome to Carr Wealth Management, LLC, an independent, fee-only financial planning and Registered Investment Advisory firm. We manage personal investment portfolios and prepare basic to comprehensive financial plans. 

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Grace Carr

Client Service Manager

(925) 484-1671

(925) 462-0594

grace@carrwealth.com

A professional and seasoned Human Resources and Office Administration Specialist with over 20 years of experience. Her current responsibilities include: managing all aspects of general office operations, such as internal accounting,...

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