Investment Management Services
Carr Wealth Management, LLC, is an independent, fee-only Registered Investment Advisory Firm located in Pleasanton, CA . Anthony B. Carr, CPA, CFP®, has managed investments independently in the Tri-Valley since 1999. We manage investment portfolios for clients who seek objective, low-cost, and tax-efficient solutions from an experienced fiduciary. Our philosophy has always been fueled by academic evidence and straightforward common sense.
Financial Planning Services
Our role as advisors is to understand where clients want to go and where they are currently, and then to develop a comprehensive plan to help them reach their financial destinations. Our expertise and guidance are invaluable in navigating the complexities of financial planning.
Contact us.
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