Darrow Wealth Group

Darrow Wealth Group provides portfolio management, pension consulting, and tiered financial planning packages to individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and business entities, and reports no account minimum. The firm manages a modest asset base through a small advisory team, with approximately $21.5 million in discretionary AUM.

Instead of directly trading client securities, the firm typically directs portions of client assets to third‑party investment managers and creates an Investment Policy Statement for each client to document goals, time horizon, and risk tolerance; it also offers discretionary management when authorized. Ongoing planning clients receive access to eMoney planning software and quarterly reviews, and the firm’s financial planning menu includes services such as business exit planning, stock‑option analysis, and wealth transfer scenarios.

Noteworthy operational features include a monthly client newsletter produced through FMG Suites and formal relationships with other firms: the brochure discloses an engagement with AssetMark, Inc. as a sub‑advisor and a requirement that clients use AssetMark Trust Company as custodian, as well as insurance‑related affiliations through Ameritas and a marketing association with Capstone. The firm’s reliance on third‑party manager selections, fee‑share arrangements, and its insurance agent activities are identified in the brochure as material affiliations and potential conflicts that distinguish its structure from many peers.