Darrow Wealth Group

Darrow Wealth Group provides discretionary portfolio management, financial planning (including Foundation, Comprehensive, Legacy, and Exit plans), pension consulting, and selection of third‑party money managers for individuals, high‑net‑worth clients, employee benefit plans, charitable organizations, and business entities. The firm offers both one‑time and ongoing planning engagements and prepares an Investment Policy Statement for each client to document goals, time horizon, and risk tolerance.

The firm generally implements portfolios using model allocations, discretionary trading authority, and ongoing monitoring, and it conducts due diligence when referring clients to third‑party advisers; the brochure discloses that AssetMark, Inc. is engaged as a sub‑advisor. DWG’s advice is typically limited to fixed income, insurance products (including annuities), equities, and ETFs, and the firm requires clients to use AssetMark Trust Company as custodian with third‑party advisers withdrawing fees under client authorization.

Noteworthy features relative to peers include a monthly newsletter produced by Snappy Kraken provided to clients at no additional charge and formal fee‑sharing arrangements when directing clients to third‑party managers, which the brochure identifies and describes processes to manage. The firm’s supervised persons are licensed insurance agents affiliated with Ameritas/Capstone, and the brochure discloses that they may receive insurance compensation and addresses the resulting conflicts of interest.