Tax Planning
Financial Planning
Investment Strategies
Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine (2012 – 2024)
For more than 25 years, Darren Norton has been providing tax planning, financial planning and investment management services for corporate executive clients and other high net-worth individuals and their families. Darren formerly practiced law as an estate planning and probate litigation attorney at a Plymouth, Massachusetts law firm.
Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Awards presented every February 2011-2024 based on prior year’s data. Lists featured in Boston Magazine, Washington Post Magazine, and/or San Francisco Magazine. No fee or compensation was paid to Five Star Professional for inclusion in its list.