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
Our clients typically turn to us to help them with the challenges of the sudden acquisition of wealth, whether through the sale or merger of their business, the exercise of stock options, an inheritance or divorce, or other triggering event. In addition, as the baby boomers move towards the well-earned retirement years, it is time to develop a plan to enjoy the fruits of their labors. 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 that balances prudent risk tolerance with carefully selected investment vehicles to work towards 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.
- A philosophy of pro-active, forward-looking planning that recognizes that as your wealth grows and changes, you require having a team of professionals constantly reviewing the 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 wealth management. The Darrow Company brings a total 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.
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