Needham, MA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Darrow Wealth Management
Supported
Firm-wide stats for Darrow Wealth Management
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.
Based on Darrow Wealth Management
Expertise
Based on Darrow Wealth Management
Location
200 Reservoir Street, Suite 303
Needham MA 02494
Advisors at this office
3
Advisors at this office
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.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)