Carr Wealth Management has served clients since 1999. It became a limited liability company in 2015 and is a registered investment company in California.

As an independent fiduciary, we have no ties or obligations to companies that sell proprietary products. Our investment philosophy remains unchanged: provide clients with passively managed, low-cost, diversified, and tax-efficient investments designed for long-term capital appreciation.

Our primary mission is to provide specialized guidance to people who are retired or approaching retirement. We focus on the critical financial decisions that arise before and during retirement, each of which may have tax implications. These decisions may include whether to sell, rent, or keep a home; when to begin collecting Social Security benefits; whether to convert a Traditional IRA to a Roth IRA; or how to put the documents in place needed to carry out estate distribution wishes. All our services are included in the asset management fee if we are managing your investments, including the preparation and continued monitoring of a thorough financial plan.