Welcome

WELCOME NEW CLIENTS AND COLLEAGUES FROM

CATAMOUNT WEALTH MANAGEMENT!

 

On July 1, 2019, Westport, CT based Catamount Wealth Management merged into Crestwood Advisors, bringing their decades of experience and a similar client philosophy. We are excited to welcome their staff and clients to the Crestwood family.


Crestwood Advisors is an investment management and wealth advisory firm serving select, financially successful clients. We manage every aspect of our clients’ complex financial lives, with one objective in mind: Fully understanding their goals—then striving every day to exceed them.

Comprehensive, customized, and continuous

Our Approach

Disciplined and globally-oriented

Our Services

Independent, established and engaged

Our Firm

Motivated and creative

Our Team