Perspectives

Peter joined Crestwood in 2023 as a Director and Portfolio Manager.  Prior to that he worked at Endurance Wealth Management as a Portfolio Manager. In his over thirty-five year career, Peter [...]

Karen joined Crestwood in 2023 and serves as a Client Service Specialist. Karen has 35 years experience with both brokerage and wealth management firms and prior to joining Crestwood, she was an [...]

Jo-Ann joined Crestwood in 2023 and serves as a Client Service Specialist. Jo-Ann is a 33-year investment veteran and prior to joining Crestwood, Jo-Ann has been Mike Costello’s professional [...]

Karin joined Crestwood in 2023 and serves as a Director and Portfolio Manager. Prior to joining Crestwood, Karin was a Portfolio Manager and member of the Investment Committee at Endurance Wealth [...]

Don joined Crestwood Advisors in 2023 as a Director and Portfolio Manager.  Prior to joining Crestwood, Don worked at Endurance Wealth Management as a Portfolio Manager and Client Advisor. He was [...]

Michael (Mike) joined Crestwood in 2023 and serves as a Portfolio Manager and Managing Partner.  Prior to joining Crestwood, Mike founded and was the Managing Partner of Endurance Wealth [...]

We all know and love someone that struggles, be it with mental health, addiction, learning disabilities or other special needs and challenges. While these issues hit close to home for nearly [...]

At Crestwood Advisors, our team’s unique and diverse perspectives allow us to solve client problems beyond expectations. In a recent Action! Magazine article, CEO Michael Eckton, Client [...]

In the midst of market turmoil, many investors are turning to precious metals like gold – but is it a safe investment?    Recently, Partner and Chief Investment Officer John Ingram shared his [...]

Why waiting to implement your plan can reduce the benefits of your gift to your charity and you. We all start off with the greatest of intentions: fold and put away the laundry once it’s out of [...]