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Financial Advisor For Biotech and Life Sciences

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Wealth Management for Biotech Professionals

Professionals in biotech and life sciences often experience frequent job changes. Mergers, acquisitions, loss of funding, regulatory approvals, or simply better pay are among the top reasons for changing jobs. Moving to a new company can make it difficult to keep an eye on your overall strategy for building your wealth.

Darrow Wealth Management is experienced in working with busy professionals in the booming biotech industry in Greater Boston and Cambridge. Whether you’re looking for help managing equity compensation, understanding benefits, or negotiating a better package, our advisory team is here to support all of your wealth goals. To make your life as easy as possible, we can even coordinate planning strategies directly with your team of tax and legal professionals. 

Financial advisor to help you manage a unique and growing field with frequent job changes

As M&A activity continues to thrive, we can also help you understand your options if your employer is being acquired. We watch over your personal finances so you can focus on what you do best while knowing that the professional team at Darrow is working for you.

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Financial advisor for biotech and pharma executives

Wealth Management for Biotech and Pharma Executives

  • Investment management and financial planning support
  • Stock based compensation
  • Retirement planning
  • Tax-minded guidance
  • Proactive support and ongoing review meetings
  • Financial modeling
  • Situational counsel as unexpected changes occur
Wealth Management Services

Investment management and financial planning for professionals in biotech, pharma, and life sciences

While every situation will be unique, there are a number of situations we frequently work to help executives in biotech and life sciences plan for or address:

  • Consolidate old 401(k) plans and other investments accounts at one institution with a unified investment strategy
  • Managing stock options, RSUs, and other forms of equity compensation, particularly after an IPO, merger or acquisition
  • Evaluate a benefit package and discuss pros and cons of participation in certain programs
  • Retirement planning and income projections during retirement
  • Helping clients maintain financial stability despite frequent job changes and M&A activity
  • How to invest extra cash
  • Navigating a severance package after being unexpectedly laid off
  • Simplifying and organizing your financial life with a cohesive financial and investment strategy
  • 401(k) management
  • Evaluating your insurance coverage such as life and disability
  • Working to help clients limit unnecessary exposure in the market by emphasizing diversification, discipline, and patience
  • Saving strategies to make the best use of cash flows and income
  • Financial modeling and projections
  • Tax-efficient investing and planning with tax consequences in mind
  • Ongoing investment management from a fiduciary and fee-only financial advisor

Contact a financial advisor today to learn more about Private Wealth Management for professionals in life sciences.

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Wealth Management Advisor

Fee-Only Registered Investment Advisor

As a fee-only financial advisor, we do not sell securities, investment products, or receive commissions or compensation from 3rd parties.

Fiduciary Financial Advisor

As a fiduciary and registered investment advisor, we are legally bound to act at all times for the sole benefit and interest of our clients. This is the highest act of loyalty, trust and care under the law.

About Darrow Wealth Management

Darrow Wealth Management is a registered investment advisor with offices in Boston, MA and Needham, MA. As a SEC-registered investment advisor, we partner with executives and professionals across the United States. Established in 1987, we are proud to be a second generation family business.

The Darrow team has the financial, tax, and investment acumen necessary to advise clients on a wide range of topics and potential situations. Our team includes advisors with the following designations and credentials: CERTIFIED FINANCIAL PLANNER™ professionals, Certified Public Accountant (CPA), and Chartered Financial Analyst®. Learn more.