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.
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.
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Investment Management · Financial Planning
Tax Planning · Retirement Planning · Specialized Financial Management Services
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
- What is a Step-up in Basis? February 24, 2020If you've received an inheritance you may have questions about the tax treatment of certain assets. Here's the basic premise behind a 'stepped up' cost basis on non-retirement assets.
- You Can Now Take Required Minimum Distributions At 72. But Should You? February 18, 2020This article was written by Darrow advisor Kristin McKenna, CFP® and originally published by Forbes.
- What to Look for When Buying a Home for Retirement February 11, 2020There are plenty of ways to buy a home, but for many pre-retirees, it may be a good idea to wait until you’re much closer to retirement to begin seriously searching for a retirement home. By waiting, you'll have the best and most current information possible about what your current needs and wants are. When […]