# Darrow Wealth Management

Darrow Wealth Management is a Multi Family Office based in Needham, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Needham, United States
- **Region:** North America
- **Address:** 200 Reservoir Street, Suite 303, Needham, MA, United States
- **Founded:** 1987
- **Assets under management:** 308 (Altss estimate)
- **Website:** darrowwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/darrow-wealth-management/

## Regulatory record

- **CRD number:** 105679
- **SEC file number:** 801-34359
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/105679

## About

Darrow Wealth Management was founded in 1987 by Tom McFarland as an independent advisory firm. Kristin McKenna, his daughter, now serves as president and managing director following a succession. The firm maintains a fee-only structure without product sales incentives. The practice delivers portfolio construction, financial planning, and tax strategies to high-net-worth clients. It holds memberships in NAPFA and XPX Greater Boston. Kristin McKenna has spoken at events on equity compensation and sudden-wealth events in 2024. Geographic focus remains North America. The firm maintains relationships with custodians Charles Schwab and Fidelity. It lists no additional offices beyond the Needham headquarters. Adjacent vehicles include The McFarland Family Philanthropy Fund supporting community initiatives. Succession from founder Tom McFarland to Kristin McKenna created a second-generation ownership structure that separates the operating company from client mandates.

## Sectors

- FinTech
- Digital Health
- Enterprise Software

## People

- Kristin McKenna — President and Managing Director
- Tom McFarland — Founder

## Questions

### Who runs investment decisions at Darrow Wealth Management?

Kristin McKenna serves as president and managing director. She oversees the team that includes wealth advisors Matt McCreary and John LeVangie.

### Does Darrow Wealth Management participate in fund commitments or only direct deals?

The firm focuses on fiduciary portfolio management and financial planning for clients rather than committing capital to external funds.

### How is Darrow Wealth Management related to The McFarland Family Philanthropy Fund?

The fund is associated with founder Tom McFarland's family and supports community and religious initiatives separate from client assets.

## Related profiles

- [UniHealth Foundation](https://altss.com/profile/unihealth-foundation)
- [Gary Milgard Family Foundation](https://altss.com/profile/gary-milgard-family-foundation)

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Last updated: 2026-07-06T01:24:15.093Z

Canonical page: https://altss.com/profile/darrow-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology
