Tech professionals need specialized financial advisors because pay packages are typically heavily weighted in equity compensation. Without a financial advisor who truly understands your equity, you risk leaving a lot of money on the table in an IPO or face major stock concentration risks. Learn more about how we support tech employees with RSUs and stock options here.
Darrow Wealth Management is a fee-only fiduciary financial advisor specializing in comprehensive wealth management and post-liquidity planning for tech professionals with equity. A proactive financial and tax strategy is a core part of what we do.
Because tech pay is usually concentrated in stock over cash compensation, maximizing the benefits of your equity through proactive financial and tax planning is key. Our team of wealth advisors regularly help tech employees navigate these unique financial planning challenges:
Common ways we support tech employees with their financial planning and investment management needs:
Darrow Wealth Management is a fee-only fiduciary financial advisor specializing in sudden wealth and equity compensation. As a SEC-registered investment advisor, we partner with executives and tech professionals across the United States.
Our team of wealth advisors include CFP® professionals, CPA, CFA®, AEP®, and an attorney with an LLM in Taxation. Meet the team..
As a fee-only financial advisor, we do not sell securities, investment products, or receive commissions or compensation from 3rd parties.
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.
If you're a tech executive, the key to finding the best financial advisor to support your financial goals is partnering with a firm that specializes in the unique planning issues you face daily. The right wealth management firm will have deep knowledge of equity compensation, IPOs and liquidity events, experience unwinding concentrated stock positions, a focus on tax planning, and take a holistic perspective.
Yes. We support high and ultra-high net worth individuals with an investment portfolio of at least $2M. This may include retirement accounts, brokerage accounts, cash for investment, and cash proceeds from company stock sales.
Proceeds from an upcoming IPO or liquidity event can count toward this threshold, however, pre-liquidity equity valuations must typically be $5M+ due to taxes, the diversification timeline, and other factors (assuming no other significant investable assets).
Our clients are often navigating a significant liquidity event and seeking a comprehensive, ongoing wealth management relationship (not short-term advice).
Tech professionals don't need a local financial advisor. We're based in Greater Boston but work with clients across most of the country as an SEC-registered investment advisor. What matters far more than being nearby is finding an advisor who understands equity compensation and your industry.
Yes, we specialize in equity compensation and financial planning for tech employees. This ranges from exercise strategies for startup founders to post-IPO diversification to reduce concentration risk in a tax-efficient way.
Beyond your equity, we're discussing strategies for investing your cash and proceeds outside company stock, reducing taxes on a high income, retirement projections, estate planning, and so on.
