Welcome to my company's website. I am Anthony Carr, I am the principal at Carr Wealth Management, LLC. My 37 years of experience as a Certified Public Accountant has given my clients an additional benefit in my 25 years of investment management experience.

 I focus on helping clients just entering retirement or in the middle of it. I provide a service with lower costs, more knowledge, and access to more effective options.

I believe many investors employ transaction-oriented strategies, a form of short-term speculation.  I advocate a more goal-oriented approach requiring the identification of financial objectives and then keeping disciplined to a plan designed to produce positive long-term results to help reach those objectives. 

 I have managed client investments for over twenty-five years. My background and experience make me ideally suited to help with the various financial issues confronting individuals today – investment management, retirement planning, tax planning, and estate planning. I have been a fiduciary for thirty-five years. My independence assures objectivity at all times.

My family has lived in Pleasanton since 1988. I have experienced the pleasure of making numerous friends in this community. I look forward to continuing my service to the Tri-Valley area. Please review my website for more information on my company. Don't hesitate to contact us if you have questions or want to discuss my services further. There is no charge for an initial consultation.

Sincerely,
Anthony B. Carr, CPA, CFP®, MBA