Crestwood Advisors Ranked No. 93 in 2023 Barron’s Top 100 RIA Firms List

FOR IMMEDIATE RELEASE

Fast-growing New England advisory firm earns prestigious national accolade

Boston, Mass. (September 21, 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 Barron’s 2023 Top 100 RIA Firms list.

Crestwood ranked No. 93 on the prestigious national list.

This year’s list was Barron’s 8th annual ranking of independent advisory companies. The rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning, and additional metrics. The list is intended to highlight the nation’s best financial advisors and help improve industry standards.

“We are thrilled to again be named to this impressive national ranking,” said Crestwood CEO/Managing Partner Michael Eckton. “We recognize that this honor is possible only through the continued partnerships between our incredible clients and dedicated team.”

The full methodology for the Barron’s 100 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.

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About Crestwood Advisors
Crestwood Advisors is an independent, fee-only, wealth management firm with over $4 billion in assets under management. Founded in 2003, Crestwood Advisors provides investment management with financial planning strategies to help high-net-worth individuals and families identify and prioritize their goals and build sustainable wealth so that they may enjoy more financially secure and purposeful lives. For more information, please visit https://www.crestwoodadvisors.com.

Endurance Wealth Management Named to 2023 CNBC FA 100 List of Nation’s Top Financial Advisory Firms

FOR IMMEDIATE RELEASE

Boston, Mass. (September 18, 2023) – Crestwood Advisors Group, LLC (“Crestwood”), a leading boutique investment advisory and wealth management firm, is proud to announce that Endurance Wealth Management, which merged with Crestwood this month, has been named to the 2023 CNBC FA 100 ranking of top-rated financial advisory firms.

CNBC developed the list with assistance from data provider AccuPoint Solutions. More than 40,0000 Registered Investment Adviser (RIA) firms were considered by AccuPoint, and the top list recognizes the 100 firms that best help clients navigate their financial lives. In addition to survey results, AccuPoint also considered data points in relation to regulatory/compliance record, years in the business, number of certified financial planners, total assets under management, number of states where the RIA is registered, and more, in the final analysis.

“I am honored to see Endurance Wealth Management, now a part of the Crestwood Advisors, recognized as one of the top-rated financial advisory firms in the 2023 CNBC FA 100 ranking,” said J. Michael Costello, founder of Providence-based Endurance Wealth Management, who joined Crestwood as a Managing Partner. “Our commitment to providing exceptional wealth management services and helping clients navigate their financial journeys has been the cornerstone of our success, and we look forward to continuing to serve our clients with the highest level of excellence.”

Earlier this year, Crestwood Advisors was named to the first-ever USA Today ranking of Best Financial Advisory Firms in the U.S. In 2022, the firm was named to the inaugural Forbes/Shook Top RIA Firms list of the top 100 firms in the nation and the prestigious Barron’s 2022 Top 100 RIA Firms list.

“This achievement is a testament to the dedication and expertise of our team, and I am incredibly proud to see our Providence team included in the 2023 CNBC FA 100,” said Michael Eckton, CEO/Managing Partner of Crestwood Advisors. “We look forward to helping even more clients achieve their financial goals and guide them through complex financial landscapes in the years to come.”

As a growing wealth advisory firm, Crestwood’s nearly 60 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 CNBC FA 100 list can be found here. Endurance did not pay a fee to appear on the published list.

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

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About Crestwood Advisors
Crestwood Advisors is an independent, fee-only, wealth management firm with over $4 billion in assets under management. Founded in 2003, Crestwood Advisors provides investment management with financial planning strategies to help high-net-worth individuals and families identify and prioritize their goals and build sustainable wealth so that they may enjoy more financially secure and purposeful lives. For more information, please visit https://www.crestwoodadvisors.com.

Recent Merger with Endurance Wealth Management, Inc. Garnering Regional and National Attention

At Crestwood Advisors, our mission is to provide exceptional investment strategies to high-net-worth individuals and families wherever they are in life, which is why we are excited that our recent merger with Endurance Wealth Management, Inc. is garnering regional and national attention – including Boston Business Journal, Providence Business First, Providence Business News, Yahoo! Finance, among others.

Click here to read the full story

Crestwood Advisors Completes Merger with Endurance Wealth Management

Boston-based advisory firm expands growing New England footprint into Rhode Island

Boston, Mass. (September 5, 2023) – Crestwood Advisors Group, LLC (Crestwood), a leading boutique investment advisory and wealth management firm, proudly announces the successful completion of its merger with Endurance Wealth Management, Inc., a distinguished wealth management firm headquartered in Providence, RI.

The merger, officially completed on September 1, marks a significant milestone in Crestwood’s journey to enhance service capabilities and extend its footprint across New England.

“This partnership is a strategic leap forward for both Crestwood and Endurance,” said Michael Eckton, CEO/Managing Partner of Crestwood Advisors. “By combining our strengths and expertise, we are poised to deliver even more comprehensive investment and wealth management solutions and an unparalleled client experience.”

Crestwood’s commitment to excellence and personalized wealth management aligns seamlessly with Endurance’s mission to provide exceptional investment strategies to high-net-worth individuals and families. The shared values of both firms have paved the way for a harmonious transition that will undoubtedly benefit their esteemed clientele.

The merger empowers Crestwood – recognized among the top RIAs in the country, including being named one of the Best Financial Advisory Firms in the U.S. by USA Today in 2023 – to establish a physical presence in Rhode Island, complementing its existing offices in Massachusetts and Connecticut. Endurance’s excellence in financial management in Rhode Island resulted in the firm being recognized as one of the “Best Financial Advisors Firms in Rhode Island in 2023.”

As part of this expansion, J. Michael Costello, founder of Endurance Wealth Management, will join Crestwood as a Managing Partner, further enriching the leadership team. Endurance adds a team of 8 experienced professionals, more than $1 billion in client assets under management as well as 200+ clients. The combined entity stands poised to provide an even broader range of investment solutions to a much larger base of clients.

“We look forward to the next chapter in our history and expanding our planning depth to clients as part of the Crestwood family,” Costello said. “Our team is excited to begin collaborating with regional clients and helping them achieve their long-term financial goals.”

Now in its 20th year, Crestwood’s growth is further underscored by the increased headcount resulting from this merger. The addition of Endurance’s experienced advisors brings the Crestwood team to 58 total employees, marking a significant milestone in the firm’s expansion over the past several years.

For Crestwood Advisors, this merger is not just a transaction; it’s a testament to their commitment to delivering exceptional wealth management. “We see this as a pivotal step toward bringing Crestwood’s legacy of performance to Rhode Island,” stated John Morris, Crestwood Managing Partner. “We look forward to harnessing the experience and expertise of our teams to create a brighter financial future for our clients.”

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About Crestwood Advisors
Crestwood Advisors is an independent, fee-only, wealth management firm with over $4 billion in assets under management. Founded in 2003, Crestwood Advisors provides investment management with financial planning strategies to help high-net-worth individuals and families identify and prioritize their goals and build sustainable wealth so that they may enjoy more financially secure and purposeful lives. For more information, please visit https://www.crestwoodadvisors.com.