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.

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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.

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Boston Wealth Management

Transparency.

Work with an advisor – not a salesperson. As a client, you will never pay commissions or 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 products, or receive any commissions.

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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?

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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

 

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RSS Investing Insights & Financial Planning Strategies from our Blog

  • Options After Inheriting an IRA from Your Spouse
    If your spouse has named you as a beneficiary on their traditional IRA, SEP IRA, or SIMPLE IRA, you will need to understand your options for the account you have just inherited. In general, you will have three choices for the IRA you have inherited. As you review your options, consider your age, the age […]
  • How Lifestyle Inflation Can Harm Investors
    This article was originally published by U.S. News and written by Kristin McFarland, CFP®, Wealth Advisor at Darrow Wealth Management. Lifestyle inflation refers to when discretionary spending increases at roughly the same rate as your income.
  • What to do after inheriting a retirement account from a parent or relative
    If you have just inherited a traditional IRA, SEP IRA, Roth IRA, 401(k) or 403(b) plan from a parent, sibling, or relative, you may be unsure about what your options are and what to do next. As a non-spouse beneficiary, you will need to begin taking distributions from the account. The timing of the distributions […]

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.