Wealth Management For Everything
You Are Investing For

Your aspirations aren’t purely financial. Whether it’s about providing, protecting, educating, giving back, or simply enjoying your success, you need a financial advisor who is focused on what really matters to you.

Learn More

Wealth Management Services for Individuals and Executives

Offices in Greater Boston. Partnering with Professionals Across the Country.

Financial advisory support 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 wealth management client, we aim to provide honest and thoughtful personal financial advice unique to your situation.

Independent investment management since 1987.

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.

Learn More

Wealth Management & Financial Planning Services

Learn more about working with a CERTIFIED FINANCIAL PLANNER™ professional

Investment Management · Financial Planning

Tax Planning · Retirement Planning · Ongoing Support from a Financial Advisor

Wealth Management Services Boston, MA

Discover 360° Wealth Management
Wealth Management Boston MA

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.

Your Best Interest.

As a registered investment advisor, we have a fiduciary 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.

Published In

Bloomberg

Wealth Management in Boston and Beyond

Darrow Wealth Management is an asset management and financial planning firm with offices in Boston, MA and Concord, MA. Although we are based in Massachusetts, we partner with executives and professionals across the United States as a SEC-registered investment advisor. 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.

CERTIFIED FINANCIAL PLANNER™ Boston, MA, Concord, MA        Personal Asset Management CFA

Retirement Planning Boston401(k) PlansFinancial PlanningIRA RolloverJob TransitionRetirement PlanningRoth IRASecure ActUpdated for 2020

Rolling Over a 401(k) to a Roth IRA: Should You Convert to a Roth?

What are your 401(k) rollover options? You may consider converting your 401(k) to a Roth IRA. No matter what you call it (transfer, roll over, convert, or just moving it), converting your old retirement plan to a Roth IRA is worth considering. A Roth IRA offers unique benefits unavailable in other…
May 26, 2020