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Darrow Wealth Management is an Independent, Fee-Only Advisor and Fiduciary.

Our wealth management program offers clients a complete solution to their investment management and financial advisory needs. Contact a Financial Advisor at our Boston, MA, Concord, MA, or Los Angeles, CA offices today.

Why choose an independent fee-only financial advisor?

As a fee-only financial advisor, you have the security of knowing our interests are aligned, every step of the way. What does this mean? As a fee-only wealth management firm, we only receive compensation from our clients.
We do not sell securities or investment products. We do not receive any commissions from transactions, back-end sales charges, or other fees based on generating transactions.
This reinforces our promise to align your interests with ours.
Wealth Management Boston

Investment management

Our asset management program is designed to look out for your financial future. Whether investing for retirement or diversifying company stock, Darrow’s investment philosophy is focused on finding the optimal risk-adjusted return based on your unique profile.
  • Asset management
  • Concentrated stock position management
  • Risk management and mitigation
  • Goal-based investing

Financial planning

In developing your comprehensive financial plan, your entire financial life is stitched together to uncover planning opportunities and possible deficiencies. Through our ongoing partnership, we will be by your side to help navigate any changes life brings.
  • Comprehensive financial planning
  • Ongoing advisory support
  • Equity compensation
  • Retirement and major purchase goals

Tax planning

  • Strategies to reduce taxable income
  • Roth IRA conversion analysis
  • Equity-based compensation considerations
  • Charitable giving

Retirement planning

  • Creating an income stream during retirement
  • Impact of RMDs on your tax situation
  • What-if analysis
  • Projected cash flows in retirement

Specialized services

  • Real estate financing and second home considerations
  • Executive compensation and benefits
  • Estate planning
  • Asset protection strategies

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