Crestwood on the MOVE!

We hope that your 2018 is off to a great start! We wanted to share the exciting news of our upcoming move. Our continued growth has created the need for more space and the opportunity to redesign a new office to allow us to better serve our clients!

As of February 26th, Crestwood Advisors will be located at:

One Liberty Square
Suite 500
Boston, MA 02109

We look forward to giving you a tour of our new space at your next visit. Parking arrangements at nearby P.O. Square Garage will remain the most convenient option when visiting. Please update your records, and as always, feel free to reach out to us with any questions.

Crestwood Advisors adds new partner

We are pleased to announce the addition of Alyson L. Nickse, CFP®, CDFA®
as a Partner at Crestwood Advisors.  Alyson joined Crestwood Advisors in September 2012 as a Wealth Manager and has over 15 years experience in wealth management.  Her focus on building integrated, holistic wealth plans that help our clients achieve their investment, philanthropic, estate & tax planning goals benefits both Crestwood and our clients as we continue to grow.  Alyson graduated with a BA from Colby College and has earned her CFP® and CDFA® designations and is a founding member of the Crestwood Women & Wealth Collaborative.

We remain committed to devoting and retaining the resources necessary to deliver the wealth management results that our clients expect from us.  We continue to experience significant growth in client assets under management and we are confident that this is due to the strength of our entire team’s focus on delivering strong investment and wealth management solutions to our clients and our commitment to open, honest and ongoing dialogue with our clients.

We are happy to welcome Alyson as a Partner at Crestwood Advisors and delighted to share the news with you.

As always, please contact us if you have any questions.