Austin, TX Office

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.