Welcome to Carr Wealth Management, LLC, an independent, fee-only financial planning firm. I am the principal, Anthony Carr. I have been a Certified Public Accountant (CPA) for the past 30 years. I have also been a Certified Financial Planning (CFP®) Professional for over 20 years. I started a CPA and consulting business in 1994 and have been managing investments since 2000. My firm is a Registered Investment Advisory Firm in the state of California. We are required to comply with the same rules, laws, and insurance protection as the much larger brokerages and RIA’s. I feel there is significant value in personally providing planning services since I can be much more familiar with my clients’ financial goals and be more efficient in helping them achieve those goals.
The path I’ve pursued in my career has given me the opportunity today to help make a difference in people’s lives. What kind of difference? I take pride in knowing that my company provides low-cost solutions that help people navigate through the areas of the financial life-cycle – accumulation, distribution, and preservation. It’s knowledge, not products, that is at the core of my company’s mission to help clients reach their destination. The company’s investment philosophy is very straightforward and centered on common sense principles:
- The more risk you accept, the more reward you should accept. But where this principle usually gets misunderstood is how long your supposed to wait until the expected reward materializes in the capital markets?
- The higher the total expenses paid for an investment strategy, the greater chance that investment strategy will underperform alternative investments with similar risk characteristics.
For the retiring individual in today’s environment, the required financial decisions can go beyond traditional simple asset allocation models. Having an objective and qualified source to help in other vital planning areas such as taxes, estate planning, social security claiming strategies, and retirement account distributions is critical to pursuing one’s vision of their financial future.
I have been a resident of Pleasanton for thirty years. My wife and I have two adult children and a two-year old grandson 😊. I've been involved in many community activities including coaching youth sports, Rotary membership, Chamber of Commerce, and annually volunteering as a basketball referee for Special Olympics. I realize that we live in a special community and my company is committed to providing a high-quality service to the citizens of the Tri-Valley and beyond. Please review my website for more information about the services offered by Carr Wealth Management, LLC. Please take advantage of the “no-charge” initial consultation or simply contact us if you have any questions.