Wealth Management For Everything You Are Investing For
As a registered investment advisor and fiduciary, we aim to help you answer difficult questions and plan for unexpected changes. We always strive to provide honest and thoughtful personal financial planning and investment advice unique to your situation.
In 1987, we began helping individuals and families invest in their future. Now a mostly female, second-generation family business, we’re proud to help multiple generations of families achieve their wealth and lifestyle goals.
Wealth Management and Financial Planning Services
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.
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.
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. Unfortunately, investors tend to prioritize the financial advisor near me search when looking for a wealth manager.
In-person meetings are ideal, but technology makes it easy to meet face-to-face, even if we are in different locations. 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.
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:
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. Learn more about the Darrow team of financial advisors and CFP® professionals.
