Perspectives

Can using passive, smart beta and active managers in portfolios prove effective for investors? Depending on the goal, any of these strategies may work, according to Crestwood Chief Investment [...]

The town of Darien recently celebrated its bicentennial anniversary one year late, due to the pandemic. As festivities ramped up, Crestwood Advisors Managing Director and Portfolio Manager Susan [...]

Crestwood Advisors Group LLC is a fast-growing $4+ billion wealth management firm that is selectively seeking to add a Client Service Associate to join our energetic team. Crestwood Advisors is [...]

Changing tax regulations will have a significant impact on business owners’ futures. Crestwood Advisors Partner Alyson Nickse spoke with Financial Planning about the implications business owners [...]

Inflation has been top-of-mind for many investors and consumers this year, particularly as the economy reopens and prices for some goods have seen sharp increases from a year ago. The Bureau of [...]

As a firm that’s committed to providing equal opportunities for all, Crestwood is proud to announce our participation in the 2021 Gender/Racial Wage Gap Measurement process, sponsored by the [...]

FOR IMMEDIATE RELEASE: Boutique RIA firm experiences continued growth with additional hires in Darien and Boston offices, outlines future expansion goals Boston, Mass. (April 12, 2021) – [...]

Crestwood Advisors Group LLC is a fast-growing $4+ billion wealth management firm that is selectively seeking to add a Portfolio Manager/Investment Advisor to join our energetic team. Crestwood [...]

Please click the link below to listen to the recent interview with Laurie Stefanowicz. “Pass The Mic | Laurie Stefanowicz” Pass The Mic | Laurie Stefanowicz