Crestwood Advisors LLC is an independent, Boston-based SEC registered investment advisor meeting the needs of investors seeking independent, comprehensive investment management solutions and contemporary investment related services. We assist our clients in managing their entire liquid net worth and coordinate investment strategies across all our clients' accounts, including individual or jointly held assets, IRAs, trusts and family partnerships.
We offer our comprehensive wealth management services to high net worth individuals, private foundations and endowments. Our client base includes entrepreneurs, corporate executives, and multi-generational families.
Crestwood Advisors is committed to providing investors with unbiased services and personalized attention in a client-friendly environment.
What makes Crestwood Advisors unique?
Holistic Approach - We focus on providing comprehensive, tax-sensitive solutions that are customized to meet the unique objectives of each of our individual clients. These solutions are constructed in concert with our clients' broad estate and tax plans.
Independence - We offer clients completely objective solutions and are under no pressure to distribute parent company products or to generate commissions that may distort our investment advice. We also do not limit our clients to only "in house" solutions.
Robust Investment Solutions - Our solutions are designed to provide each client with a well-diversified portfolio of low-correlating investment strategies to improve opportunities for return and to limit overall portfolio volatility.
Contemporary Services - We provide clients a breadth of "Family Office" services intended to simplify many aspects of our clients' financial lives and give them more time to focus on the matters most important to them.
Ownership - We recognize the value and importance of continuity in the relationship between "advisor" and "client". As an employee-owned firm, we offer a responsive team of stakeholders that deliver a level of accountability and trust that cannot be matched.
We understand that our success is dependent on the long-term success of each of our individual clients
