Perspectives

Are you a new homeowner? Owning a home is not just a milestone—it’s a powerful way to build wealth! But with great ownership comes greater financial responsibility. Recently, Director and [...]

Crestwood Advisors is proud to be a founding member of the Net Positive Consortium, a groundbreaking initiative that unites over a dozen of the wealth management industry’s leading firms to [...]

Thinking about moving leftover 529 funds to a Roth IRA?   Director and Wealth Planner Tiffany Bell, CFP®, recently discussed this with Financial Advisor Magazine. Read the full article by [...]

Equity markets finished September higher, after a rough start with the S&P 500 down over 4% during the first week, the biggest weekly pullback of the year. Investors initially fretted over [...]

Boston-based advisory firm celebrates notable rise in prestigious national ranking Boston, Mass. (October 8, 2024) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth [...]

Homeowners across the country face a growing challenge of skyrocketing home insurance costs as natural disasters become more frequent. Whether it’s hurricane season in the southeast or summer [...]

We are proud to announce Crestwood Advisors has earned a place on the Boston Business Journal’s 2024 list of the “Largest Independent Investment Advisers in Massachusetts,” ranking #16. “This [...]

Fast-growing New England advisory moves up to No. 81 in prestigious national ranking, highlighting continued excellence in financial advisory services Boston, Mass. (September 18, 2024) – [...]

August began with a pullback in the stock market, with the S&P 500 falling over 6% in the first three trading days and the “Magnificent Seven” stocks dropping nearly 10% in the [...]

As client relationships form the backbone of any successful advisory firm, ensuring a smooth onboarding experience is crucial. Director and Wealth Manager Billy Spencer, CFP®, CFT-I™, FBS®, [...]