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Darrow Wealth Management

Independent SEC-registered investment advisor and fee-only fiduciary firm founded in 1987. Second-generation family business specializing in stock options, equity compensation, and sudden wealth/windfall planning. Services: investment management, financial planning, stock options advising, retirement planning, tax strategies. Target clients: early employees/founders/executives anticipating IPO or acquisition, business owners exiting companies, inheritance recipients. $2M minimum investable assets.

Overview

Pricing Model
percentage
Founded
1987

Products & Services

Wealth Management Program

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Comprehensive fee-only fiduciary wealth management combining investment management and financial planning. Specializes in sudden wealth from IPO/stock options, inheritance, business exits. Includes tax planning, estate planning, retirement planning. Fee as % of AUM.

  • Investment management
  • Financial planning
  • Tax planning
  • Estate planning
  • Retirement planning
  • Sudden wealth planning
  • Pre-IPO advisory
  • Divorce consulting
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Project-Based Consulting

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One-time consulting: financial modeling, divorce consulting, estate settlement, retirement plan consulting. $5,000-$50,000 per engagement.

$5000 / project
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Company Information

Legal Name
The Darrow Company, Inc.
Headquarters
Needham, United States
Team Size
5

Founding

Founded
1987
Founder
Kristin McKenna CFP®
Background
CFP professional, second-generation family business leader, SEC-registered investment advisor, featured in major financial media

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