Carr Wealth Management in Pleasanton is a financial planning firm.

“Adding client value can be as much as helping clients avoid the wrong decisions as it is helping them make the right ones!”

Anthony B. Carr, CPA, CFP®

Owner

Welcome to Carr Wealth Management, LLC, an independent, fee-only fiduciary financial planning and Registered Investment Advisory firm. We've provided investment and planning services to the Tri-Valley area for over 25 years.

Our Team

“Adding client value can be as much as helping clients avoid the wrong decisions as it is helping them make the right ones!”

Anthony B. Carr, CPA, CFP®