The Right Fit™

Our Approach

The DarrowCFO™ Advantage is quite different from the conventional money management or investment management approach, with which most people are familiar. The Darrow Company model for Wealth Management involves developing a comprehensive set of strategies with the goal of managing, protecting and distibuting our clients' assets in a planned and integrated manner. This is quite different from more common methods. As a result, it is understandable if people sometime confuse asset management or financial management with wealth management.

Our Team

Our team of investment professionals works to completely understand your total financial picture and investment goals. These goals include detailed tax and estate considerations, management and administration of future earnings streams, and careful consideration of your lifestyle and retirement goals. We then analyze your current asset allocation and investments with respect to your risk tolerance, time horizon, and age.
Only then can we tailor a comprehensive wealth management Financial Model for you and your family based on a long-range strategic plan for investment and estate management. This often includes working closely with your attorney, accountant, banker, and/or insurance agent.

Building Trust

To succeed in our planning, a relationship built on trust and a long-term view is essential. We understand that building confidence through a long-term relationship takes time and trust. Since The Darrow Company model anticipates creating that long-term relationship with clients, it is absolutely essential that you understand and are comfortable with our approach to protecting and expanding your wealth.
We begin implementing The DarrowCFO™ Advantage with The Right Fit™ meeting to describe our approach to total Wealth Management and to determine your level of comfort with our approach.
Clients have occasionally told us in this initial meeting that they would be able to do all of their planning on their own. However, once we start working together, they begin to better appreciate the complexities and interconnected components of their wealth management concerns and the special skills needed for these issues.