Our Services

The Darrow Company is a fee-only 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 with the knowledge that our professional team is well versed in the complexities of private wealth management consulting. Delivering that wealth management solution and providing that protection requires support with a process that includes:

• Estate Planning Expertise and Estate Management
• Tax Planning Expertise including Estate Tax Planning and Inheritance Tax Planning
• Trust Management including Dynasty Trusts
• Asset Protection and complete Asset Management Services
• Building the Right Financial Model based on your asset level, risk tolerance, and spending plans
• Pro-active Investment Planning and Management

Our business model is based on a fee-only approach, and this fee is made up of two components. The first part is a project-based fee for preparing your Financial Model. The second part is 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 the taxes, life events, changing economic conditions, and complexities of an upper income lifestyle.

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.