FOR IMMEDIATE RELEASE

Boston-based independent wealth advisory firm recognized for 2019 growth

Boston, Mass. (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. 11 on Financial Advisor’s 2020 Top 50 Fastest-Growing Firms list.

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.”

Please see Crestwood Advisors important disclosures regarding awards and recognition’s here.

 FOR IMMEDIATE RELEASE

Independent wealth advisory firm earns elite national recognition

Boston, Mass. (August 11, 2020) – Crestwood Advisors (“Crestwood”), a boutique investment and wealth management firm based in Boston, is pleased to announce it has once again been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers list.

The FT 300 list, which is its seventh year of production this year, recognizes top independent RIA firms from across the U.S. RIA firms can apply for consideration if they meet a minimum set of criteria.

Applicants are rated on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.

“Crestwood is honored to again be recognized by the Financial Times as one of the top RIAs of the year,” said Michael Eckton, Crestwood CEO and Managing Partner. “These firm-wide acknowledgments are the only kind of awards we pursue, and it is truly a testament to the team’s collective efforts to be recognized as one of the elite RIAs in the country. I’d like to thank and congratulate our team on its continued efforts on behalf of our clients.”

 

Disclosures 
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients, is not indicative of the practice’s future performance and may not be representative of any one client’s experience.  Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

Please see Crestwood Advisors important disclosures regarding awards and recognition’s here.