A More Efficient Way To Plan & Invest!
Goal-Oriented Investing
Many investors employ transaction-oriented strategies, such as chasing yesterday’s news, market timing, and attempting to identify “mispriced” securities.
We advocate disciplined investment strategies, not a “come rain or shine” buy and hold strategy, but disciplined to goals. Investing is about risk and return and the plan to achieve goals will be based on changing financial situations and risk tolerance that require quality advice and extensive financial knowledge. Please click below to learn more.
Who Are We?
Carr Wealth Management has been in business since 1999. The company became a Limited Liability Company in 2015. The firm is a Registered Investment Company in the state of California.
We are an independent fiduciary with no ties or obligations to any company that sells proprietary products. The company’s investment philosophy has never changed - providing clients with passively managed, low-cost, well-diversified, and tax-efficient investments designed for long-term capital appreciation.
We offer a no-charge consultation, a cost-efficient way to evaluate our services and determine whether we meet your expectations of a trusted and competent advisor.
anthony@carrwealth.com
(925) 484-1671
4695 Chabot Dr. #200
Pleasanton, CA 94588