Our CIO John Ingram, spoke with Yahoo Finance about the downward trend of inflation for 2023. The good news is experts are seeing a decline in inflation, consumers are just wanting to know when.
Read the full article here
John Morris, managing partner and wealth manager, spoke with Capital Analytics Associates about ESG and blockchains emerging as popular trends for potential investments.
Read the full interview here
FOR IMMEDIATE RELEASE
Boston, Mass. (May 15, 2023) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston, is pleased to announce it has been named to the first-ever USA Today ranking of Best Financial Advisory Firms in the U.S.
USA Today developed the list in tandem with independent market research and data firm Statista. More than 32,000 Registered Investment Adviser (RIA) firms were considered by Statista, and the top list recognizes the top 500 firms that are most frequently recommended and best rated by the survey participants. In addition to survey results, Statista also included metrics in relation to assets under management in the final analysis.
“We are grateful to be recognized by USA Today on their inaugural list of the nation’s best financial advisors,” said Crestwood CEO and Managing Partner Michael Eckton. “We have proven again and again that our intense focus on serving our clients and supporting our employees is key to being a leading wealth management firm in today’s highly competitive market.”
Last year, Crestwood Advisors was named to the inaugural Forbes/Shook Top RIA Firms list of the top 100 firms in the nation. Earlier in 2022, the firm was named to the prestigious Barron’s 2022 Top 100 RIA Firms list.
As a growing wealth advisory firm, Crestwood’s nearly 50 financial planning and investment professionals, who serve families and individuals across New England, strive to meet clients wherever they are in life, providing guidance, tools and financial solutions to help them succeed.
The full methodology for the Best Financial Advisory Firms 2023 list can be found here. Crestwood did not pay a fee to appear on the published list.
Please see Crestwood Advisors’ important disclosures regarding awards and recognitions here.
We are pleased to celebrate the 20th anniversary of Crestwood Advisors!
Over the last two decades, Crestwood Advisors has grown from a small team crammed into a single office above Quincy Market to a leading wealth advisory firm. We were pleased to be listed on the inaugural Forbes/SHOOK Top 100 RIA Firms List, Best Financial Advisors Firms by USA Today and the perennial Barron’s Top 100 RIA List.
We began with the idea of building a highly client-centric advisory firm that would go beyond what traditional banks, brokerages or other competitors were willing to deliver. This premise has not changed, although we serve many more successful client families than we did 20 years ago, and we have built an organizational culture that has attracted the finest talent in our industry. Our firm began humbly with an emphasis on research and investment management, and we have expanded our expertise to counsel successful individuals and families through comprehensive financial planning, estate, tax, and philanthropic planning, as well as risk management.
None of this would be possible without our extraordinary clients. Thank you for the support and trust you have placed in us. You have welcomed us into your lives, and we are reminded daily what a privilege it is to be included in your family milestones, successes, and challenges. Without you, we would not be the vibrant business we are today. We now engage with more than 600 families in 40 states with combined assets of more than $4.5 billion. Today, we serve our clients out of offices in Boston, MA as well as Darien and Westport, CT.
We are incredibly grateful to have added so many dedicated & insightful partners and colleagues to the firm over these many years. Our partners and colleagues have provided a solid foundation for Crestwood to continue growing year after year – we are grateful for the dedication and enthusiasm you show every day. Your thoughtful and professional work allows Crestwood to continue advancing alongside our clients. Finally, thank you to our team members’ families, who provide the support for all of us to bring integrity and motivation to Crestwood and to spend meaningful time with our clients.
With 20 years of wealth management success comes 20 years of gratitude. Thank you for an amazing journey – we look forward to our shared future with you!