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FINANCIAL | Asset/Financial Management
crestwoodadvisors.com

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About Crestwood Advisors

Crestwood Advisors is an investment and wealth management firm. The company offers investment management, wealth management, and financial planning. Crestwood Advisors provides services to individuals, families, and foundations. It is based in Boston, Massachusetts.

Crestwood Advisors Headquarter Location

1 Liberty Square Suite 500

Boston, Massachusetts, 02109,

United States

Latest Crestwood Advisors News

Crestwood Advisors Named to 11th Spot on Top 50 Fastest-Growing RIAs...

Aug 13, 2020

Share Article Boston-based independent wealth advisory firm recognized for 2019 growth We’re proud of the exponential growth we’ve achieved over the past year. It’s a direct result of the hard work every individual at Crestwood has put forth to serving our clients and fostering firm expansion across our regional market and beyond. BOSTON (PRWEB)August 13, 2020 Crestwood Advisors (“Crestwood”), a boutique investment and wealth management firm based in Boston, is pleased to announce it has been named No. The FA Top 50 list recognizes top independent wealth management firms from across the U.S. based on their yearly growth. In 2019, Crestwood completed two mergers with Connecticut-based firms, combining first with MacGuire, Cheswick & Tuttle Investment Counsel LLC in Darien and then Catamount Management Group in Westport. These mergers allowed Crestwood to expand its regional footprint and achieve robust, organic growth as a firm. Crestwood’s team grew to 35 professionals managing $3.3 billion in assets on behalf of high-net-worth individuals and families. Additionally, Crestwood was named No. 116 of 551 firms on FA’s 2020 RIAs ranking. “We’re proud of the exponential growth we’ve achieved over the past year. It’s a direct result of the hard work every individual at Crestwood has put forth to serving our clients and fostering firm expansion across our regional market and beyond,” said Michael Eckton, Crestwood CEO and Managing Partner. “It’s a true honor to be included on such a prestigious list. We express our gratitude to the talent of our staff and support of our clients for helping us achieve this milestone.” About Crestwood Advisors Crestwood Advisors is an independent, fee-only, wealth management firm with approximately $3.3 billion in assets under management. Founded in 2003, Crestwood Advisors provides investment management with financial planning strategies to help high-net-worth individuals and families identify and prioritize their goals and build sustainable wealth so that they may enjoy more financially secure and purposeful lives. For more information, please visit https://www.crestwoodadvisors.com . Share article on social media or email: View article via:

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