Carr Wealth Management
Finance · California, United States · 51-200 Employees
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Overview
Headquarters
4695 Chabot Dr Ste 200, Pleasanton, Cali...Phone Number
(925) 484-1671Website
www.carrwealth.comRevenue
$21.7 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Carr Wealth Management
Carr Wealth Management, LLC is an independent Registered Investment Advisory Firm based in Pleasanton, CA, specializing in fee-only Planning and Investment Management Services. Established in 1999, the firm focuses on providing clients with passively managed, low-cost, well-diversified, and tax-efficient investments aimed at long-term capital appreciation. The company primarily serves individuals in or near retirement, offering expertise in investments, taxes, distributions, health care, and estate planning. Led by Anthony B. Carr, a seasoned CPA and CFP, the firm emphasizes goal-oriented planning and a fiduciary commitment to its clients.Explore more
Carr Wealth Management Org Chart
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Carr Wealth Management, LLC is an independent Registered Investment Advisory Firm based in Pleasanton, CA, specializing in fee-only Planning and Investment Management Services. Established in 1999, the firm focuses on providing clients with passively managed, low-cost, well-diversified, and tax-efficient investments aimed at long-term capital appre... Read More
