Phil Perry - Keenan Financial, 470 Atlantic Ave, Fl 4, Boston, MA 02210, US

Darrow Wealth Management is a Boston-based asset management and financial planning firm that specializes in helping clients navigate sudden wealth events, such as stock options after an IPO, inheritance, or business sales. With their experienced team of wealth advisors, they provide comprehensive wealth management services, including ongoing investment management and financial planning support. As a fee-only financial advisor and fiduciary, Darrow Wealth Management prioritizes their clients' best interests and does not sell securities, investment, or insurance products. With offices in Boston and Needham, Darrow Wealth Management serves clients nationwide as a SEC-registered investment advisor. Their team of advisors, including CERTIFIED FINANCIAL PLANNER professionals, CFA, and CPA professionals, brings a wealth of experience and expertise in investment management, financial planning, and tax. Whether clients are employees with stock options, individuals planning for sudden wealth events, or business owners and founders, Darrow Wealth Management offers personalized solutions to help them achieve their financial goals.Generated from the website

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