Asset management from a fee-only investment advisor and fiduciary
By integrating financial planning with investment management and ongoing advisory counsel, our Private Wealth Management Services 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.
We believe that one of the keys to growing and preserving wealth over the long term is a shared dedication to the financial planning and investing process. When it comes to investing, we value discipline, diversification, and data. We don’t believe in taking on more risk than necessary or “stock-picking.” We do believe in helping you achieve your personal goals through a pragmatic and research-backed approach to investing.
Our Investment Philosophy
We believe that the fundamentals of a successful asset strategy must include:
- An understanding of your goals, personal situation, and risk tolerance
- A keen focus on what you can control
- A diversified portfolio of tax-conscious, low-cost mutual funds and ETFs to maximize your risk-adjusted return
- A dedication from both the client and the advisor to the long-term investment philosophy and financial planning process
- Taking on only as much risk as needed to meet your goals, not surpass an arbitrary benchmark
Focusing on Your Goals – Not Stock-Picking or ‘Sexy’ Investment Strategies
Complex doesn’t mean better and shortcuts rarely work. Darrow Wealth Management is not a hedge fund. Our approach to asset management isn’t tied to complicated (and often expensive) tactics like options and market timing.
At Darrow Wealth Management, we use publicly-traded ETFs and mutual funds to develop an asset allocation for our clients. Rather than rely on purely active or passive investing strategies, we utilize a blended approach to target dynamic portfolios.
Please contact us to learn more about our comprehensive wealth management program.