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Specialized Services

Specialized Services

A depth of services to meet your needs at any life stage.

No matter what life brings, the wealth advisors at Darrow are here to help. As this is not an exhaustive list of our services, please contact a wealth management advisor to discuss your personal situation.

Real Estate

  • Mortgage and financing options including early payoff and home equity loans
  • Vacation homes, investment property, and downsizing
  • Insurance and asset protection

Life Events

Executive Compensation and Benefits

Estate Planning

  • Strategies to avoid probate
  • Asset titling
  • Trust selection and administration

Asset Protection

  • Insurance coverage analysis (life, disability, long-term care)
  • Titling
  • Marriage and divorce considerations

Charity and Gifting

  • Charitable giving
  • Trusts as a charitable vehicle
  • Gifting strategies

Intergenerational Planning

  • Caring for elder parents or disabled spouse
  • Qualifying for Medicaid
  • Inheritance planning and wealth transfer strategies

College and Family Planning

  • 529 plans
  • Financial aid
  • Divorce, alimony, and child support considerations

Financial Framework

  • Major purchase goals and saving strategies for bonus income or stock options
  • Debt management
  • Cash flow management, planning, and projections

 

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.
Wealth Management and Financial Advisors