Darrow Wealth Management

Darrow Wealth Management (CRD# 105679) is a financial advisory firm headquartered in Needham, MA. They manage $203,637,475 in 391 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    204
    MILLION
  • Total Number of Accounts
    391
    ACCOUNTS
  • Average Account Value
    $520,812
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, ME, NH, NJ, TX

Financial Advisors at Darrow Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Kristin B. McKenna
CRD#: 6405372
200 Reservoir Street, Suite 303, Needham, MA 02494

Kristin McKenna (CRD# 6405372) is an Investment Advisor Representative working at Darrow Wealth Management in Needham, MA and has over 9 years of experience in the finance industry. Kristin McKenna has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michelle E. Wells
CRD#: 4551613
200 Reservoir Street, Suite 303, Needham, MA 02494

Michelle Wells (CRD# 4551613) is an Investment Advisor Representative working at Darrow Wealth Management in Needham, MA and has 1 year of experience in the finance industry.

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