Financial Planning + Asset Management= Wealth Management
Learn more about working with a CERTIFIED FINANCIAL PLANNER™ professional.
Personal Financial Management for Life.
Independent Since 1987.
Schedule a Wealth Management Phone Consultation
Please Note: We are currently accepting new clients with a minimum of $2,000,000 in investable assets¹ (including liquidity events in the next 12 months).
Select a date and time that works best for your schedule.
Sudden Wealth Advisors
Wealth Management and Financial Planning Services
Fee-Only Financial Advisor and Fiduciary
Fee-Only Advisors Don’t Earn Commissions or Sell Products
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. We also don’t receive commissions or compensation from third parties.
Acting in Your Best Interest as a Fiduciary Investment Advisor
As a registered investment advisor, we are a financial fiduciary. This carries a duty to act – at all times – for the sole benefit and interest of our clients. A fiduciary duty is the highest act of loyalty, trust and care as established by law. Unfortunately, not all financial advisors are obligated to put your best interest ahead of their own.
Media appearances by Kristin McKenna CFP®, President, Darrow Wealth Management
Wealth Management in Boston and Beyond
Darrow Wealth Management is an asset management and financial planning firm with offices in Boston, MA and Needham, MA. Our reach is national: we partner with executives across the country as a SEC-registered investment advisor. Unfortunately, investors tend to prioritize the financial advisor near me search when looking for a wealth manager.
Technology makes it easy to meet face-to-face, even if we’re in different places. When looking for a fiduciary financial advisor, consider prioritizing the right complete fit over an office location near you. After all, if you move or your advisor does, you probably won’t want to start over with a new firm.
Who We Help
There are many different paths to wealth. This personal and professional diversity is reflected in our client base. Of course, certain industries and occupations are represented more than others. Many of our wealth management clients are:
- Employees with Stock Options During an IPO or Acquisition
- Individuals Planning for a Sudden Wealth or Liquidity Event (Inheritance, Business Sale, Trust Distribution)
- Business Owners and Founders
Our team of advisors have broad and deep experience and education in the fields of investment management, financial planning, and tax, including the CERTIFIED FINANCIAL PLANNER™ designation, CFA, and CPA professionals. Learn more about the Darrow team of financial advisors.
Recent Wealth Managment Articles
Congress is once again poised to make sweeping changes to the retirement and tax rules in the last two weeks of the year. The Secure