Wealth Management Services for Tech Executives

If you are in the software or technology field, may need a wealth advisor to help you save and invest for the future. There are a number of circumstances unique to the technology field that require careful planning. Is your company is undergoing a merger or acquisition or is your compensation and benefits packages changing?

Perhaps you have stock options like ISOs or restricted stock units and need a plan to take advantage of the financial opportunities offered.

Understanding the challenges and opportunities of a career in tech and the start-up space

Darrow Wealth Management has the resources and expertise to develop a financial strategy for your stock options and equity compensation. We’ll work together to develop an plan that includes all of your investments. This includes planning for sudden wealth from stock options or a risk management strategy to help you achieve your life goals.

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Wealth management for professionals in tech and software

While every situation will be unique, there are a number of situations we frequently work to help clients in the tech industry and software space plan for or address:

  • Managing stock options, restricted stock units, and other types of equity compensation, particularly after an IPO or buy out
  • Consolidate old 401(k) plans and other investments accounts at one institution with a unified investment strategy
  • Evaluate a benefit package
  • Retirement planning and income projections during retirement
  • How to invest extra cash or a windfall
  • Simplifying and organizing your financial life
  • Financial modeling and projections
  • Tax-efficient investing

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Wealth management for tech executives

About Darrow Wealth Management

Darrow Wealth Management is a registered investment advisor with offices in Boston, MA and Concord, 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 predominantly female-run and second generation family business.

The Darrow team of financial advisors are CERTIFIED FINANCIAL PLANNER™ professionals and a CFA® charterholder. Learn more.

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Fee-Only Financial Planner

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

Fiduciary Investment 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.

Financial advisor for stock options start up