Wealth Management Services

Wealth Management Combines Investment Management and Financial Planning

By integrating financial planning with investment management and ongoing support from a financial advisor, our private wealth management program aims to help ensure our clients have the freedom to enjoy their success without concern about where they stand financially, no matter what the future brings. The Darrow Private Wealth Management Program offers clients a complete solution to their asset management and comprehensive financial planning needs. Consider us your personal CFO!

The Darrow team of financial advisors are CERTIFIED FINANCIAL PLANNER™ professionals and a CFA® charterholder. We have the experience, skills, and resources to offer our clients a breadth of wealth management services and solutions to meet each client’s unique financial needs. As your financial advisor, we will centralize the components of your custom wealth strategy by being the single point of contact to ensure client financial decisions are well-integrated with their lifestyle decisions.

Private Wealth and Asset Management

• Portfolio management
• Financial planning
• Retirement planning
• Tax-minded guidance
• Proactive support and ongoing review meetings
• Financial modeling and goal projections

Financial Advisor in Boston with clients across the U.S.

Darrow Wealth Management is based in Greater Boston, but we have clients who reside outside of Massachusetts and New England. We are proud to leverage various technologies that enable us to provide all our clients with the personal attention they deserve. As a SEC-registered investment advisor, we are able to work with individuals in most states across the U.S., even if we don’t have a physical office nearby.

Please Note: Darrow Wealth Management provides comprehensive advice and ongoing asset management for clients with a minimum of $1,000,000 in investable assets. For more information about how we work with clients, please visit our FAQ page.

Fee-Only Wealth Management

Work with an advisor – not a stock broker. As a client, you will never have to worry that your advisor may try to sell you a financial product for their own personal gain. 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 financial 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 as established by law.

Getting started with your Financial X-Ray

As your financial manager, our onboarding process includes a Financial X-Ray. This is a detailed review of your current financial status including your questions and pain-points. By the end of onboarding, we want you to feel comfortable that you know where you stand financially and have a pathway forward.

• Develop custom financial diagram outlining your current accounts, insurance coverage, retirement planning, estate planning, savings strategy, and other financial planning areas. The diagram also includes our recommendations, suggestions for account consolidation and simplification, gaps, risks, and other opportunities
• Review and discuss employee benefits, such as stock options or retirement plans
• Cleaning up and simplifying your financial life including bank accounts, old retirement plans, IRAs, and investment accounts
• Implementation support with investment recommendations
• Discuss your financial objectives, help you define, refine, and quantify goals, and assess your progress towards meeting those goals
• Review cash flow and major expenses
• Assess your risk tolerance and the alignment with your current asset allocation and other components of your financial situation
• Determine whether a comprehensive financial plan is advisable
• Additional planning and support depending on your needs and situation

Proud to be an independent wealth management firm since 1987

In 1987, we began helping individuals and families invest in their future.  Now a predominantly female-run second generation family business, we are proud to have the opportunity to help multiple generations of families in the community achieve their wealth and lifestyle goals. Learn about Darrow Wealth Management.

Darrow Wealth Management is a financial planner in the Boston area. As a SEC-registered investment advisor, we offer comprehensive wealth management and investment management for clients locally in Boston, MA and Concord, MA and across the country.

This often enables us to maintain our longstanding relationships as clients move or retire. To learn more about our asset management and financial planning services, please contact us today.