Welcome to my company's website. I am Anthony Carr, and I own Carr Wealth Management, LLC. During my career, I have combined investment management services with my 37 years of experience as a Certified Public Accountant.

 I focus on helping clients just entering retirement or in the middle of it. My tax background allows me to provide a service with lower costs, more knowledge, and access to more effective investment 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. Once you’ve identified your level of risk tolerance, employ low-cost strategies that 1) take advantage of the powerful benefits of diversification and 2) take advantage of the market’s historical process of rewarding investors with returns that match their level of risk tolerance.

 I have managed client investments for over twenty-four 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 fees are fee-only and competitively low – I aim to build long-term relationships. I have never had a formal complaint or disciplinary action against me in my licensed areas or credentials.

My wife and I have lived in Pleasanton since 1988 and raised two children in this wonderful community. 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