Carr Wealth Management, LLC is a Registered Investment Advisor located in Pleasanton, CA. Anthony B. Carr, CPA, CFP®, MBA, has managed client investment accounts since 1999. The firm is an independent Fiduciary and uses Charles Schwab’s institutional custodial services. We charge a flat percentage of the assets we manage, which creates a financial incentive for both my clients and us to invest as efficiently as possible.

Investment Growth plays a major role in the area of Wealth Management. It could be the difference between succeeding and failing to reach specific goals. Our Company’s investment philosophy centers around the evidence available supporting Low-Cost, Tax-Efficient, and Widely-Diversified Investments constructed for long-term appreciation.

GOAL-ORIENTED PLANNING

Anthony B. Carr, owner, has been a licensed CPA for 38 years, a CFP for 27 years, and has managed client investments as an independent fiduciary for the past 26 years. He has a broad understanding of financial issues primarily affecting those in or near retirement. People in this group face challenges that require a high level of financial expertise they can trust to guide them through investments, taxes, distributions, health care, and estate planning. Mr. Carr’s qualifications allow him to help his clients not just make the right decisions, but, equally important, help them avoid the wrong ones.

(925) 484-1671
anthony@carrwealth.com