Darrow Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Darrow Wealth Management provides discretionary investment management, financial modeling, and consulting services to individuals (including high‑net‑worth clients), trusts, and retirement plans through its Darrow Money Management and Private Wealth programs. The firm reports roughly $392 million in discretionary assets under management and offers ongoing portfolio oversight as well as project‑based advisory services.
The firm implements proprietary global asset allocation models and constructs client portfolios primarily with low‑cost ETFs and select mutual funds, tailoring allocations to each client's risk profile, time horizon, and objectives. DWM typically manages accounts on a discretionary basis, reviews and rebalances portfolios at least quarterly, and may employ options strategies to pursue income, protection, or leverage when appropriate.
DWM maintains multiple offices beyond its Needham headquarters (including an office in Boston), a footprint that is less common among similarly sized supported firms. The firm also discloses several distinctive service elements in its brochure — including project‑based divorce consulting, estate settlement and discovery support services, the potential use of options and other derivatives in client accounts, and the use of third‑party information portals and AI tools in its operations — which together create a broader service mix than many peers.
Client services
Expertise
Occupation focus
Fee options
Financial Modeling Service fees range from $5,000 to $10,000; Divorce Consulting Service fees range from $10,000 to $50,000; Estate Settlement Service fees range from $10,000 to $50,000; Discovery Support Service fees range from $5,000 to $50,000
Account minimum: $2,000,000 Minimum fee: Minimum annual fee of $15,000, billed quarterly Fee-only: Fee-only wealth management and investment advisory services
Main office
See office200 Reservoir Street, Suite 303
Needham MA 02494
Advisors at this office
3
Offices (2)
Most active in
California · Florida · Maine · Massachusetts · New Hampshire · New Jersey · Texas
Also doing business as
Darrow Wealth Management · The Darrow Company, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Kristin M
CFP®, Series 65
Needham, MA
Darrow Wealth Management
Kristin Mckenna is a CFP® with 11 years of industry experience, currently serving at Darrow Wealth Management since 2014. She holds the Series 65 designation and contributes as a senior writer for Forbes.com. Darrow Wealth Management provides discretionary investment management and consulting services to individuals, trusts, and retirement plans, managing approximately $392 million in assets. The firm uses proprietary global asset allocation models and primarily low-cost ETFs and mutual funds, offering tailored portfolio management with regular reviews and occasional options strategies.
Matthew M
CFP®, Series 66
Austin, TX
Darrow Wealth Management
Matthew Mccreary is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Darrow Wealth Management since 2022 and previously spent seven years at Dimensional Fund Advisors. Darrow Wealth Management provides discretionary investment management, financial modeling, and consulting services to individuals, trusts, and retirement plans. The firm manages roughly $392 million in discretionary assets using proprietary global asset allocation models and primarily invests in low-cost ETFs and select mutual funds, tailoring portfolios to clients’ risk profiles and objectives.
John L
Series 66
Needham, MA
Darrow Wealth Management
John Levangie is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Darrow Wealth Management, where he has worked across multiple periods since 2021. His prior experience includes roles at Anchor Capital Advisors LLC, Wedmont Private Capital, and GW & Wade, LLC. Outside of his advisory duties, he serves as trustee of the Philip J. LeVangie Family 2002 Irrevocable Trust. Darrow Wealth Management provides discretionary investment management, financial modeling, and consulting services to individuals, trusts, and retirement plans. The firm employs proprietary global asset allocation models and primarily utilizes low-cost ETFs and select mutual funds, managing roughly $392 million in discretionary assets and offering a broader service mix that includes project-based consulting and estate settlement support.
Michelle W
CFA®
Needham, MA
Darrow Wealth Management
Michelle Wells is a CFA® charterholder with 27 years of industry experience. She has been with The Darrow Company since 1997. Darrow Wealth Management provides discretionary investment management, financial modeling, and consulting services to individuals, trusts, and retirement plans. The firm uses proprietary global asset allocation models and primarily invests through low-cost ETFs and select mutual funds, tailoring portfolios to clients’ risk profiles and objectives.
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