Carr Wealth Management

Specialties

Carr Wealth Management, LLC, is a fee-​only registered investment advisory firm providing investment management and financial planning services at lower costs, more knowledge, and a more efficient way to invest. The company employs low-​cost, well diversified, and tax-​efficient investments that are designed to earn long-​term appreciation. Anthony Carr, owner, is a Certified Public Accountant and a Certified Financial Planning professional which allows the company to provide high-​quality planning services in the areas of asset growth, asset distribution, and asset preservation.

History

Established in 2000.

The company began managing investments in early 2000. The investment philosophy, which has never changed, is built upon academic evidence and common sense. Anthony Carr, the owner, has been a CPA for the past 28 years and is experienced in helping individuals pursue their financial objectives.

Meet the Business Owner

Anthony C.

Business Owner

In my 35 years of business experience, I have gone from a cost accounting clerk to becoming a CPA in 1987 and becoming a CFP Professional in 1998. I started a CPA and consulting business in 1994 and have been managing investments since early 2000. I have always remained free of any ties and obligations to any companies selling proprietary products. I don’t charge commissions, and I utilize institutional investments (mainly from Vanguard and Dimensional Fund Advisors).

Being a CPA, I am able to apply that knowledge and experience to my role as a financial planner more efficiently since many of the functions in the planning process allow me to use the strong analytical and tax skills I developed as a CPA.

I’ve lived in Pleasanton area for the past 28 years and my wife, Grace, and I have two adult children. I have always been active in the community as a chamber member along with coaching youth sports