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Tax Planning

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Tax-Efficient Wealth Building Strategies

The Darrow Wealth Management Program offers high- and ultra-high-net-worth individuals a complete solution to their ongoing wealth management and tax planning needs. 

Common wealth management tax planning situations include:

  • Ways to reduce taxable income
  • Tax-efficient and tax-aware investing (tax-loss harvesting, direct indexing, asset location)
  • Tax planning for stock options and equity compensation
  • Retirement plan contribution strategies
  • Deferred compensation
  • Federal and estate tax considerations and gifting to family
  • Retirement plans for business owners
  • Roth IRA conversion analysis
  • Sale of a business
  • Withdrawal strategies in retirement
  • Tax planning for required minimum distributions (RMDs)
  • Charitable giving (donor-advised fund)
  • Tax law changes
  • Inherited IRA withdrawal strategies 
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Tax-Aware Investing Solutions

According to a 2025 BlackRock survey, many financial advisors aren’t offering their high-net-worth clients a full suite of tax planning services. In fact, only 54% of advisors surveyed consider asset location and 49% consider holding periods to avoid costly short-term capital gains. 

Darrow Wealth Management integrates all seven tax-planning strategies into our portfolio management process, customizing outcomes to the client’s specific needs, tax situation, and tax-sensitivity: 

  • Tax-loss harvesting
  • Tax-exempt investments (municipal bonds; Treasurys)
  • Prioritizing tax-efficient investments in taxable accounts
  • Capital gains distribution monitoring
  • Tax-aware rebalancing 
  • Asset location 
  • Minimizing short-term capital gains in trading
Fee-only wealth management near me

Wealth Advisor in Massachusetts with Clients Across the U.S.

Darrow Wealth Management is a financial advisor in the Boston area. As a SEC-registered investment advisor, we offer comprehensive wealth management and investment management for clients locally in Boston and Needham, MA and across the country.

Fee-Only Financial Advisor

As a fee-only financial advisor, we do not sell securities, investment products, or receive commissions or compensation from third parties.

Fiduciary Investment Advisor

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.

Independent Registered Investment Advisor

Darrow Wealth Management is completely independent, so you don’t have to worry about manager conflicts or incentives to invest in proprietary products.  

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