Darrow Wealth Management

Darrow Wealth Management, operating since September 1987, is a fee-only wealth management and investment advisory firm based in Needham, Massachusetts. The firm offers financial modeling, consulting, and investment management services, primarily through its Darrow Money Management program. Darrow tailors investment strategies based on each client's risk profile and financial goals, utilizing mutual funds, ETFs, and occasionally other securities. The firm imposes a $2,000,000 household asset minimum for its services but may accept smaller portfolios based on various criteria. Clients can grant Darrow discretionary authority to manage their accounts, allowing the firm to make investment decisions without prior approval. Darrow also offers Private Wealth Management for clients meeting a minimum annual fee of $5,000, providing ongoing financial planning and advisory support. The firm follows a code of ethics, acts as a fiduciary for retirement accounts, and does not engage in performance-based fees or side-by-side management. Clients receive regular account statements and have access to a client portal for account information. Darrow does not receive compensation for client referrals and does not vote proxies on behalf of clients. The firm recommends the brokerage services of Charles Schwab & Co. Inc. for custody and trading services.