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.

Investment Management is Part of Our Private Wealth Management Services

Private Wealth Management Services

Wealth Management Boston, MA & Concord, MA

Wealth and Asset Management near me

Fee-Only Financial Advisor

Our clients are looking for an advisor – not a stock broker. As a client, you will never pay commissions or 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 any commissions.

Your Best Interest

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 as established by law. Unfortunately, many advisors are not fiduciaries, or they are only required to wear their “fiduciary hat” in certain situations.

Independent Wealth Management

We are also completely independent, so you don’t have to worry about fund family allegiances or other corporate actions that could distance us from our clients.

Visit our FAQ page to learn more about our fees and how we work with clients.