Carr Wealth Management

Our Vision

At Carr Wealth Management, we believe money has a high purpose, a mission. It's not just about numbers and transactions; it's about using your resources to create a lasting impact in your life and the lives of others. From retirement planning and investment management to thoughtful financial guidance, we partner with you to discover your financial potential and ensure your wealth is aligned with your values and aspirations.

Who We Are

Founded by Greg Carr, a seasoned financial advisor with over 14 years of experience, Carr Wealth Management empowers individuals and families to take control of their financial destinies. We combine expertise in wealth planning, investment management, and values-based consultation to create personalized plans that align with your unique goals and aspirations.

1. Retirement Planning & Investment Management

• Develop comprehensive plans to ensure a comfortable and fulfilling retirement.
• Create diversified portfolios aligned with your risk tolerance and financial goals.
• Implement strategies to minimize taxes and optimize returns.

2. Financial Planning & Goal Setting

• Develop a roadmap to achieve your financial goals, including saving, investing, and debt management.
• Collaboratively establish financial goals, whether it be preparing for retirement, funding children's education, or securing your future.
• Review and update your plan regularly to ensure it remains relevant and effective over time.

3. Values-Driven Financial Advisory

• We believe in aligning your financial decisions with your personal values and beliefs.
• We can explore faith-based options and incorporate your values into your financial plan if desired.
• We believe in transparency, open communication, and personal guidance every step of the way.

Our Values

• Integrity: We uphold the highest ethical standards and act with transparency and honesty in all our transactions.
• Client Focus: Your financial success is our success. We prioritize your needs and goals, collaborating with you to make informed financial decisions.
• Value-Driven: We believe in using your wealth to create a lasting impact.

Meet the Team

Meet Greg Carr and Debra Carr, two experienced professionals committed to guiding you on your financial journey. Their expertise, paired with a genuine desire to understand your unique needs and aspirations, makes Carr Wealth Management a trusted partner on your path to financial fulfillment.