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. The Darrow Private Wealth Management Program offers a complete solution to individual investment management and financial advisory needs. Some of the most common planning questions we advise clients on are situational and event-driven.
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 using home equity
- Vacation homes, rental or investment property, and downsizing
- Insurance and asset protection
Life Events
- Job transition
- Getting married or divorced
- Inheritance
Executive Compensation and Benefits
- Equity-based compensation and stock options
- Review benefit package
- Spousal benefits and other considerations for same-sex couples
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.
