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Cfpâ Kristin Mckenna
Wealth Advisor at Darrow Wealth Management
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Work Experience
Wealth Advisor
Oct 2014 - Present · 10 years and 3 months
Jul 2012 - Sep 2014 · 2 years and 2 months
Senior Consultant
Aug 2013 - Sep 2014 · 1 years and 1 months
Project Controller
Jul 2012 - Aug 2013 · 1 years and 1 months
Company Details
Darrow Wealth Management offers ongoing asset management and financial planning services to individuals and families across the U.S. We specialize in helping individuals going through a sudden wealth event, typically from stock options or equity compensation, an inheritance, or the sale of a business. Darrow Wealth Management is an independent, woman-owned fee-only wealth management firm with offices in Needham, MA and Boston, MA. As a fee-only wealth management firm, we do not receive commissions or sell any investment products. We are only compensated by our clients. This reinforces our promise to align your interests with ours. Contact us today for a complimentary consultation. Darrow Wealth Management (“DWM”), is an SEC registered investment adviser located in Massachusetts. DWM’s use of various social media accounts is limited to the dissemination of general information pertaining to advisory services offered by DWM, together with access to additional general investment-related information, publications, and links. No one should construe the information contained on, or posted from, DWM’s social media accounts as the rendering of personalized investment, legal, accounting, or tax advice. Due to various factors, including changing market conditions, DWM does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information contained on, or posted from, DWM’s social media accounts. For more information, please visit: https://www.darrowwealthmanagement.com/disclosure/
Year Founded
1987
Social Media
LinkedinFacebookTwitter
Industry
Investment Management
HQ Location
200 Reservoir St Suite 303 Needham, Massachusetts 02494, US
Keywords
Wealth ManagementFinancial ModelingAsset ManagementTax PlanningFinancial PlanningRetirement PlanningEmployee BenefitsReal EstateEstate PlanningEducation Planning
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