Wealth management Boston

Disclosure

Darrow Wealth Management is an SEC registered investment adviser

Links to Key Disclosure Documents:

Important Consumer Disclosure

Darrow Wealth Management is an SEC registered investment adviser. Darrow Wealth Management and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Darrow Wealth Management maintains clients. Darrow Wealth Management may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Darrow Wealth Management web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law.

Accordingly, the publication of Darrow Wealth Management’s website on the Internet should not be construed by any consumer and/or prospective client as Darrow Wealth Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Darrow Wealth Management. Any subsequent, direct communication by Darrow Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

For information pertaining to the registration status of Darrow Wealth Management, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov. A copy of Darrow Wealth Management’s current disclosure brochure discussing Darrow Wealth Management business operations, services, and fees is available from Darrow Wealth Management upon written request. Darrow Wealth Management does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Darrow Wealth Management’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Social Media and Web Disclosure

Darrow Wealth Management (“DWM”), is an SEC registered investment adviser located in Massachusetts. This website is a publication of Darrow Wealth Management.

DWM’s use of various social media accounts, pages and blog posts on DWM’s website or third-party websites are limited to the dissemination of general information pertaining to advisory services offered by DWM and general investment-related information, publications, and third-party links.

No one should construe the information contained on, or posted from, DWM’s social media accounts, website, blogs, or articles written by DWM’s advisors for third-party websites as the rendering of personalized investment, legal, accounting, or tax advice. Information contained in an article or on this website or shared from social media is for informational and educational purposes only, and should not to be misinterpreted as personalized advice or a recommendation for any specific investment product, strategy, or financial decision. These communications do not contain sufficient information to support an investment decision. Referenced indexes are unmanaged and an individual cannot invest directly in an index. Index returns do not include fees or expenses. Past performance is not an indicator of current and future results.

Information presented or shared on social media, this website, or third-party websites is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Due to various factors, including changing market conditions, DWM does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information contained on, or posted from, DWM’s social media accounts, website, blog posts, quotes in the media or articles appearing on third-party websites.

Hyperlinks on this website or appearing on articles for third-party websites are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.

 

Disclosure & Methodology: InvestmentNews 40 Under 40 Award

In 2023, Kristin McKenna received the InvestmentNews 40 Under 40 recognition. Each year, InvestmentNews selects 40 honorees from across the country based on their on their accomplishments, contribution to the industry, leadership, and promise.

The InvestmentNews “40 Under 40” recognition is given to financial industry professionals under the age of 40 who have exhibited qualities of leadership within the financial advice field. Nominations are judged by the editorial staff of InvestmentNews and winners are selected based on the following criteria: level of accomplishment; contribution to the financial advice and investing professions; leadership; and potential. InvestmentNews states they receive more than 1,000 nominations for the 40 Under 40 award each year. The award was publicly announced by InvestmentNews on June 5, 2023; next year’s class of honorees will be announced in June 2024. No fee was paid to be considered for this award or promote the outcome. Winners are invited to attend InvestmentNews’ 40 under 40 Summit & Awards celebration in NYC. Attendees are responsible for their own transportation and accommodations. Membership to an organization is not required to be considered for the 40 Under 40 award. For additional information please visit:  https://www.investmentnews.com/awards-and-recognition/40-under-40-2