East Coast Office
801 Main Street
Concord, MA 01742
(978) 369-5144
West Coast Office
1800 Century Park East, St 600
Los Angeles, CA 90067
(310) 556-2220
Fee-only Financial Advisor Dedicated to Providing Wealth Management Services to High-Net-Worth Individuals and Families in the Boston and Los Angeles Areas and Nationwide
The DarrowCFO™ Advantage
The concept of a family CFO is an essential component in helping you manage the myriad of investment choices, changing tax laws, and complexity of total financial planning. We bring a total management solution under one roof through a program we call The DarrowCFO™ Advantage.
The DarrowCFO™ Advantage is a strategic wealth management system that we utilize to address our clients' needs and financial objectives. Our goal is to work with our clients to help them enjoy the fruits of their success, follow whatever dreams they choose, and be comfortable with the knowledge that their financial interests are being managed by experienced investment professionals.
Fee-only Financial Advisor
As a fee-only financial advisor providing wealth management services to high-net worth individuals, we consistently see our clients typically turn to us to help them with the challenges of the sudden acquisition of wealth, either through the sale or merger of their business; the exercise of stock options; an inheritance or divorce; or some other triggering event. In addition, as our clients transition into their well-earned retirement, the need for a sustainable replacement income stream becomes vital to their retirement plan. We understand that managing sudden wealth or planning to spend it requires specific planning.
People sometimes confuse asset management or financial management with wealth management. However, professional asset management is only one important component of a larger tapestry of total wealth management that comprises:
- A comprehensive investment strategy
- Tax planning
- An estate planning strategy
- A philosophy of pro-active, forward-looking planning
The Darrow Company Inc. services the following local Massachusetts areas:
- Acton
- Arlington
- Billerica
- Carlisle
- Chelmsford
- Concord
- Harvard
- Lexington
- Lincoln
- Maynard
- Stow
- Sudbury
- Wayland
- Westford
- Weston
The Darrow Company Inc. services the following local California areas:
- Beachwood
- Bel Air
- Beverly Hills
- Brentwood
- Burbank
- Calabasas
- Century City
- Encino
- Glendale
- Holmby Hills
- Hermosa Beach
- Hollywood
- Los Angeles
- Malibu
- Manhattan Beach
- Marina del Rey
- Pasadena
- Pasadena
- Redondo Beach
- Santa Monica
- Sherman Oaks
- Silver Lake
- Studio City
- Tarzana
- Thousand Oaks
- Topanga
- Universal City
- West Hollywood
- West Los Angeles
- Westlake Village
- Westside
- Westwood and Woodland Hills