Perspectives

Crestwood Advisors Group LLC is a fast-growing $3+ billion wealth management firm that is selectively seeking to add a Client Service Associate to join our energetic team. Crestwood Advisors is [...]

As global financial markets react to news that the Wuhan Coronavirus (2019-nCoV) continues to spread, we want to share an overview of these latest developments. About: First confirmed in China in [...]

Crestwood Advisors Group LLC is a fast-growing $3+ billion wealth management firm that is selectively seeking to add a Portfolio Manager / Investment Advisor to join our energetic team. Crestwood [...]

Ariel joined Crestwood in 2020 and serves as an Operations Specialist. He is responsible for supporting the firm’s daily operations. Ariel graduated from Merrimack College with a BA in Economics [...]

Congress passed a spending bill and the “Setting Every Community Up for Retirement Enhancement” Act (SECURE Act), just ahead of the New Year. While this legislation intends to help strengthen [...]

With the holiday season kicking off and 2019 drawing to a close, the Crestwood team is working hard reviewing client portfolios and financial plans to help ensure our clients are well-positioned [...]

Boston, MA, July 1, 2019 – Crestwood Advisors Group LLC is pleased to announce the merger with Catamount Wealth Management. As a result of this merger, Crestwood is expanding into Westport, CT [...]

U.S. trade conflicts have entered a new phase. President Trump has demonstrated his tariff threats are real, individual companies can be blacklisted and his rationale for new tariffs can extend [...]

Boston, MA, April 1, 2019 – Crestwood Advisors Group LLC is pleased to announce the merger with MacGuire, Cheswick & Tuttle Investment Counsel LLC. As a result of this merger, Crestwood [...]

This past December, stock prices fell -14%, bottoming out on 12/24/18 with a one-day loss of -2.7%. Watching your investments decline close to 15% in 16 days is scary, disconcerting and [...]