What do you invest 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.
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?
Family Wealth Management and Investment Advisory Services
Learn more about working with a CERTIFIED FINANCIAL PLANNER™ professional
Investment Management · Financial Planning
Tax Planning · Retirement Planning · Specialized Financial Management Services
Investing Insights & Financial Planning Strategies from our Blog
- What Happens If There's A Market Downturn at the Onset of Retirement?Timing is everything. Unfortunately, it likely isn't possible to un-do a decision to retire if the market takes a dive shortly thereafter. We all know the financial markets can be volatile, and ups and downs are normal - even necessary to keep the risk/reward framework in check. While these fluctuations can be expected during a decades-long […]
- Which Charitable Giving Strategies Offer the Best Tax Benefits?For those who are charitably inclined, changes to the tax code that went into effect in 2018 may require adjustments to your previous strategy to receive financial benefits from your planned giving. A near-doubling of the standard deduction and sweeping changes to the limits on itemized deductions will make it harder for many taxpayers to […]
- 6 Reasons to Take Your Old 401(k)Why do individuals leave their retirement plan behind when switching jobs? In most situations, it is for one of two reasons: they didn't know what their options were or they never got around to rolling their 401(k) over into an IRA. Unfortunately, it is usually during a job transition where costly financial mistakes are made.
About Darrow Wealth Management
Darrow Wealth Management is a fee-only financial advisor and wealth management firm with offices in Boston, MA, Concord, MA, and Los Angeles, CA. Although we are based in Massachusetts, we are able to work 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®, CFA® and CDFA distinctions, serves a diverse client base, including physicians, attorneys, technology and software professionals, business owners, scientists, and engineers.