News

BOSTON (March 3, 2025) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston with offices in Connecticut and Rhode Island, is proud to [...]

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 [...]

FOR IMMEDIATE RELEASE Boston-based advisory firm strengthens leadership team for continued growth and client value Boston, Mass. (January 8, 2023) – Crestwood Advisors (“Crestwood”), a boutique [...]

Times of significant volatility in the markets create opportunities to reevaluate and rebalance your portfolio assets. “Expect volatility, and where there’s volatility there’s opportunity,” said [...]

A Humanitarian Disaster  Even as the war unfolds “live” in real time, it is hard to comprehend the scale of the humanitarian costs for those in Ukraine. Estimates already suggest that over 2 [...]

Tax season is upon us and while new federal tax changes have stalled, high-net-worth individuals could still see significant changes ahead. Recently, Alyson Nickse, wealth manager and partner, [...]

What’s Happening In Equity Markets? The new year has started with a tumultuous U.S. stock market and the broader economic and investment environment is one of heightened risks.  COVID remains a [...]

It’s not just a seller’s market for RIA owners, but also for advisors looking for a change. The demand for CFPs and CFAs continues to rise, and leading firms are implementing new initiatives to [...]

FOR IMMEDIATE RELEASE Boston-based RIA firm adds depth to Westport and Darien offices Boston, Mass. (August 9, 2021) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth [...]

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 [...]