Perspectives

During this very difficult time, we thought it would be helpful to frame our observations around the impact the coronavirus may have on the U.S. economy and investment markets in the near-term [...]

The novel coronavirus (COVID-19) is having an increasing impact on businesses and our communities. While our business focus means that your financial matters and the investment markets are always [...]

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 [...]