Top Social Menu

Business Owners and the Self-Employed

Financial Advisor For Business Owners

 

Business owners and self-employed entrepreneurs require a unique set of financial planning strategies to meet their individual needs.

As a business owner, you have worked exceptionally hard to develop your idea and create a successful company. Once your company goes public or you sell it, you may find yourself with more wealth than you ever dared envisage for yourself and your family.

Darrow Wealth Management understands the challenges that the sudden acquisition of wealth can create. We have the experience to help you sort through the alternatives and create a comprehensive, strategic wealth management program factoring in the necessary tools to address your personal objectives today and in the future.

We can help you create estate and trust documents that integrate these factors into a logical plan, minimizing tax liabilities as well as building an estate and investment plan that is right for you and your family.

Wealth Management and Financial Advisors