Wealth management services designed to help you reach your life goals.
We credit much of our long-term success to how we approach client relationships. Our unwavering support will help you navigate challenging questions and plan for some of life’s unexpected changes. As a Darrow client, we aim to provide honest and thoughtful personal financial advice unique to your situation. Through a deliberate and transparent approach to investing, we wish to simplify your life so you can go out and live it.
Our Story.
In 1987, we began helping individuals and families invest in their future. Now a predominantly female-run second generation family business, we are proud to have the opportunity to help multiple generations of families in the community achieve their wealth and lifestyle goals.
Transparency.
Work with an advisor – not a salesperson. As a client, you will never have to worry that your advisor may try to sell you a financial product for their own personal gain. Why? As a fee-only financial advisor, we do not sell securities, investment or insurance products, or receive commissions or compensation from 3rd parties.
Full-Time Fiduciary.
A fiduciary duty is the highest act of loyalty, trust and care as established by law. As a registered investment advisor, we are legally bound to act – at all times – for the sole benefit and interest of our clients. Unfortunately, many advisors aren’t held to a fiduciary duty at all, or perhaps just in certain situations. If your advisor is only a part-time fiduciary, how do you know when they stop acting in your best interest?
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About Darrow Wealth Management
Darrow Wealth Management is an investment management and financial advisory firm with offices in Boston, MA, Concord, MA, and Los Angeles, CA. Although we are based in Massachusetts, we partner with executives and professionals across the United States. Our Private Wealth Management Program uses a proactive 360° approach, so you can feel confident that you have a trusted partner dedicated to growing and protecting the lifestyle you’re working so hard to build.
The Darrow team of financial advisors, holding CFP® and CFA® distinctions, serves a diverse client base, including business owners, doctors, biotech, tech, and software professionals.
Investing Insights & Financial Planning Strategies from our Blog
- Should You Start a 529 College Savings Plan Before You Have Kids? January 21, 2020Couples with strong cash flows may be eager to start planning for the future. With extra cash laying around, some investors may decide to start a 529 college savings plan for their kids - before they're even born. While the cost of college is certainly significant, super-advanced funding of a 529 plan can leave future […]
- The End of the Stretch IRA and What it Means for Your Estate Plan January 15, 2020The Secure Act became law on December 20th, 2019, bringing the most significant changes to the retirement system in over a decade. Among the changes is the end of the so-called 'Stretch IRA' which allowed non-spouse beneficiaries of an IRA (or other type of retirement account) to 'stretch' withdrawals over their lifetime by taking required […]
- Retirement Plans for Small Business Owners with Employees January 7, 2020Small businesses with employees who want to offer a retirement plan will have several options including a traditional 401(k) plan, SIMPLE 401(k), SIMPLE IRA, and SEP IRA. The best option will depend on factors unique to your business such as budget, employee makeup and funding goals (for yourself, employee-participants, and contributions from the company). Retirement […]