Fee-Only Advisory and Wealth Management Services

"New clients often tell us they just need advice on one issue such as managing assets. The reality is that everything is inter-connected." - Unknown

The Darrow Company is a fee-only advisory and wealth management firm offering a comprehensive solution to assist you in addressing the complexities of managing and distributing your assets. Our goal is to help you to maintain your lifestyle so you may pursue what you want to do by delivering a wealth management solution that includes:

• Building the "Right" Financial Model based on your asset level, risk tolerance, and spending plans
• Pro-active Investment Planning and Management
• Estate Planning Expertise
• Tax Planning
• Trust Management

Our business model is fee-only. Our fees are made up of a project-based fee for preparing your Financial Model and an ongoing asset management fee based on the assets you entrust to our management to invest.

The success of our unique approach with The DarrowCFO™ Advantage means that we are truly involved in the development of a comprehensive planning and wealth management solution tailored for you. Our approach is pro-active, strategic wealth management. That means reviewing, examining, analyzing, diagnosing, and recommending those necessary steps that result in real protection from taxes, life events and changing economic conditions.

High net worth clients understand that the more they have, the more is at risk. As a result, the complexities of managing your assets demand both versatility and expertise, that combination of skills and experience to help you navigate through the myriad of choices to find the total solution that is right for you. Contact Us and we will arrange for The Right Fit™ Meeting to see if our solution fits your needs.