Wealth Management Experts Dedicated to Providing Wealth Management Services to High-Net-Worth Individuals and Families
Welcome to the website of The Darrow Company, Inc.
What is Wealth Management? It is an all-inclusive set of strategies that aims to grow, manage, protect, and distribute assets in a planned and integrated manner. This website is dedicated to providing insight into the concepts of wealth management and describing how The Darrow Company crafts and implements a comprehensive wealth management plan customized for you.
People sometime confuse asset management or financial management with wealth management. However, professional asset management to achieve financial goals is only one important component of a larger tapestry of total wealth management that comprises:
- A comprehensive investment strategy that balances prudent risk tolerance with carefully selected investment vehicles to achieve your financial benchmarks that support your important lifestyle goals.
- Tax planning that aims to ensure you pay the minimal taxes required to help retain and increase your personal wealth.
- An estate planning strategy to create a structure to distribute assets according to your wishes.
- Estate management to provide objective administration of your funds tailored to aid in responsible distribution and protection of your overall estate.
- A philosophy of pro-active, forward-looking planning that recognizes that as your estate grows and changes, you require having a team of professionals constantly reviewing the tax, estate, and financial implications of those changes for you.
The concept of a family CFO is an essential component in helping you manage the myriad of investment choices, ever-changing tax laws, and the complexity of total estate planning. The Darrow Company brings a total wealth management solution under one roof through a concept we call:
The DarrowCFO™ Advantage is a strategic wealth management system serving clients nationwide. We 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.
Vested In The Future of Our Clients:
We, with over 125 of America's independent financial advisory firms, have created
the holding company that operates National Advisors Trust Company, FSB. We created
National Advisors Trust to provide Corporate Trustee and Custodial Services with
professional attention delivered at favorable costs.
Clients are assured they will receive responsive service and attention to detail
through National Advisors Trust while maintaining their trusted relationship and
wealth management strategy built with The Darrow Company.
Through National Advisors Trust, The Darrow Company may offer a full range of
services including:
Trust Services
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Custodial Services
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Retirement Plan Services
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- Revocable Trusts
- Charitable Trusts
- Irrevocable Life
- Insurance Trusts
- Special Needs Trusts
- Irrevocable Trusts
- Institutional Trusts
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- Securities safekeeping
- Income collection from securities
- Settlement of securities trades as directed
- Payment of funds, when directed
- Timely statement delivery
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- IRAs: Custodian or Trustee
- Defined Benefit Plans
- Defined Contribution Plans
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DISCLAIMER:
Thomas McFarland, President of The Darrow Company, Inc. is a shareholder of approximately one percent (1%) interest in
National Advisors Holdings, Inc. National Advisors Holdings, Inc. is the parent
company of National Advisors Trust Company, FSB.
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