At Darrow, all of our financial plans are developed by a CERTIFIED FINANCIAL PLANNER™ professional. We are also a fee-only registered investment advisor. This means that we do not sell any products or receive commissions; and we have a fiduciary duty to make recommendations that are only in the best interest of our clients.
Common topics for analysis may include:
To help assess the feasibility of your retirement and financial goals, we develop a comprehensive financial model to include pre-retirement income and expenses, anticipated living expenses in retirement, contributions to investment accounts, projected Social Security benefits, taxes, life expectancy, inflation, etc. Detailed assumptions about the standard deviation and average expected annual return are added to the plan at the account level.
Stress testing a financial plan and retirement projections can help investors feel more confident in the likelihood they won’t run out of money under different conditions in the financial markets. Learn more.
Darrow Wealth Management does not provide tax and/or legal advice. Certain circumstances may require us to coordinate with your qualified tax and/or legal advisor.
As a fee-only financial advisor, we do not sell securities, investment products, or receive commissions or compensation from 3rd parties.
A fiduciary duty means 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.
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.
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.
