Carr Wealth Management is a financial planning firm that helps clients reach their objectives more efficiently by providing a high-quality service.

Carr Wealth Management, LLC, is an independent financial services firm with no obligations or incentive-based agreements with any company selling proprietary products. The founder, Anthony B. Carr, CPA, CFP™, MBA, EA, has dedicated his career to helping people pursue their financial goals by providing a value-added service with low costs: a high-level of knowledge; and access to an efficient way of investing. Carr Wealth Management, LLC can help anyone who has set financial goals for themselve...

Carr Wealth Management, LLC, is an independent financial services firm with no obligations or incentive-based agreements with any company selling proprietary products. The founder, Anthony B. Carr, CPA, CFP™, MBA, EA, has dedicated his career to helping people pursue their financial goals by providing a value-added service with low costs: a high-level of knowledge; and access to an efficient way of investing. Carr Wealth Management, LLC can help anyone who has set financial goals for themselves and would like help reaching those goals. Those who are in, or close to, retirement, usually require more help since they face more issues in more areas. They face a balancing act between essentially all the main areas of asset management – the growth, distribution, preservation, and protection of their assets. They are nearing or at the end of the accumulation phase where higher risk tolerances and greater expected returns could be afforded due to longer time horizons and lower liquidity concerns. But reaching retirement typically brings changing levels of risk tolerance - income may be significantly reduced, the sources of income may have varying tax consequences, time horizons grow shorter, inflation and liquidity concerns become greater. Meanwhile, they keep an eye on the importance of asset preservation as family transfer goals become increasingly important along with ensuring they have sufficient assets in the event they live beyond their life expectancies.