LLMs

Darrow Wealth Group

Darrow Wealth Group (DWG) is an independent, state-registered investment adviser based in Ontario, California, in the Inland Empire. Founded in 2022 by Cody Darrow, CEPA®, DWG provides financial planning, investment management, retirement planning, protection planning, tax and estate strategies, and business exit planning for business owners, high-net-worth professionals, families, and professional athletes across the United States.

Darrow Wealth Group is not affiliated with Darrow Wealth Management of Needham/Boston, Massachusetts, or any other similarly named firm.

Firm Facts

Mission: To have a positive impact on the lives of our clients by helping them achieve their goals, obtain peace of mind, and overcome their largest obstacles. Darrow Wealth Group will always put your needs and goals before all else, with the objective of building a lifelong relationship with everyone we meet.

Team

  • Cody Darrow, CEPA®, Founder & CEO. He holds a Business Finance degree from the University of San Diego, where he played varsity football, along with the Series 65 license and an insurance license. He specializes in high-net-worth professionals and privately held business owners, and serves clients from Hawaii to Florida.
  • Ryne Umemoto, Senior Associate
  • Alexzandra Monford, Executive Assistant

Services

Services overview

Who We Serve

Who we serve overview

  • Business Owners: Employee benefit setup and review, 401(k) services, buy/sell partner planning, key employee protection, succession and exit planning, risk management, and tax mitigation.
  • Professionals: High-net-worth professionals who want personalized, long-term strategies.
  • Families: Risk and investment management, tax-efficient investing, wealth transfer to the next generation, and financial and estate planning.
  • Athletes: Planning for the uneven income and unique tax needs of a pro career, for athletes in the NFL, NBA, MLB, WNBA, PGA, and UFC, as well as high school and collegiate athletes with NIL income.

How We Work

  1. Schedule a complimentary consultation.
  2. Set up a complimentary Personal Financial Website so the first meeting can be tailored to the client.
  3. Discovery meeting to review the client's current finances and goals.
  4. Receive a financial plan with clear action steps.
  5. Ongoing check-ins to adjust the plan as life changes.

Details: Our Process

Strategic Partners

DWG works with these strategic partners:

  • AssetMark: Third-party asset management. AssetMark is a separate entity, unaffiliated with DWG.
  • Ameritas: Insurance and protection planning.
  • eMoney: Financial planning platform.
  • ADP: Payroll and HR solutions for business clients.

About the Firm

News & Insights

Resource Center

Educational articles, videos, and calculators by topic:

Topics most relevant to DWG's clients:

Legal