Carr Wealth Management, LLC 5776 Stoneridge Mall Rd. Ste#285 Category: Certified Financial Planners
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Company representatives
Anthony Carr, Wealth Manager
About Carr Wealth Management, LLC
Independent Fee-Only Investment Advice
Carr Wealth Management, LLC, is an independent fee-only investment planning firm. The firm specializes in providing investment advisory services grounded in rigorous academic research. The firm's goal is to provide its clients access to available capital market returns in a cost and tax-efficient manner. The firm also offers wealth planning strategies emphasizing wealth preservation.
The firm's founder, Anthony B. Carr, CPA, CFP, MBA is firmly committed to bringing to light a better and more efficient way to invest according to investment principles featured in the Nobel prize (economics) winning Modern Portfolio Theory. The company has vowed to diligently assist clients in understanding the benefits of long-term investing and avoiding the things that promote short-term speculation.
Products and Services
- Investment Management
- Tax Planning
- Estate Planning
Opening Hours
- SundayCLOSED
- Monday8:00 AM to 6:30 PM
- Tuesday8:00 AM to 6:30 PM
- Wednesday8:00 AM to 6:30 PM
- Thursday8:00 AM to 6:30 PM
- Friday8:00 AM to 6:30 PM
- Saturday9:00 AM to 4:30 PM
Location Type
Single Location
Employees
2 to 4
Years In Business
26
Rating
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