Have you ever walked out of a store and wondered, “What did I just spend?” It’s a common feeling in today’s tap-to-pay world.
Recently, Wealth Manager Billy Spencer shared his insights with Barron’s on how technology fuels impulsive spending and what you can do to take back control. From removing saved credit cards to visualizing spending with Monopoly money, he discussed practical tips for smarter financial habits.
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Succession planning is more critical than ever in the RIA industry, yet many firms are struggling to prepare for the future.
Recently, our President and Managing Partner, Leah Sciabarrasi, CFP®, spoke with InvestmentNews about the urgent need for next-gen readiness in wealth management. She shared her insights on how transparency and dialogue about career paths can empower advisors to drive firm success and ensure exceptional client service.
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Indexes can be a powerful investment tool, but they’re not all created equal. Investment Research Analyst Joe Alger, CFA, recently discussed the importance of selecting the right index for a portfolio with Financial Advisor magazine, highlighting the nuances of diversification and asset allocation.
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Direct indexing is reshaping how investors approach portfolio customization and tax efficiency.
Director and Portfolio Manager Jason D. Hendricks, CFP®, ChFC®, CSRIC®, recently shared his insights with InvestmentNews on the growing demand for direct indexing, its potential tax advantages and why it’s a winning strategy for investors in the long run.
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What’s your giving strategy for 2025? The new year signals fresh opportunities to give back—are you prepared?
Director and Wealth Manager Luke B. Neumann, recently spoke with Crain Currency about emerging trends in charitable giving, including the impact of potential tax changes and how donor-advised funds (DAFs) and qualified charitable distributions (QCDs) are shaping the future of philanthropy.
Read the full article to learn more about these developments and how they may affect the future of giving by clicking here
Boston, Mass. (November 25, 2024) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston with offices in Connecticut and Rhode Island, is pleased to announce it has been named to Newsweek’s prestigious list of America’s Top Financial Advisory Firms 2025.
This recognition celebrates firms that provide transparent, client-centric services, empowering individuals and businesses to make informed financial decisions.
“We are truly honored to be recognized by Newsweek as one of the top financial advisory firms in the country,” said Crestwood President and Managing Partner Leah R. Sciabarrasi, CFP®. “This recognition is a testament to our team’s unwavering commitment to delivering personalized, client-first strategies that empower our clients to reach their goals, while always staying ahead of the curve.”
The Newsweek ranking highlights the top 750 RIAs from a pool of more than 15,000 financial advisory firms registered with the SEC. Firms were evaluated on factors such as asset performance, client satisfaction, adviser expertise, service breadth, and conflicts of interest.
Conducted in partnership with Plant-A Insights Group, the evaluation process awarded high scores based on a client-focused approach and comprehensive wealth management solutions. The top-scoring firms earned recognition as America’s Top Financial Advisory Firms 2025.
Crestwood Advisors prides itself on its dedication to offering tailored, holistic wealth management solutions designed to help clients achieve their financial goals.
For more information on the methodology behind Newsweek’s ranking, click here.
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About Crestwood Advisors
Crestwood Advisors is an independent, fee-only, wealth management firm with approximately $6.7 billion in assets under management as of October 31, 2024. Founded in 2003, Crestwood Advisors provides investment management with financial planning strategies to help high-net-worth individuals and families identify and prioritize their goals and build sustainable wealth so that they may enjoy more financially secure and purposeful lives. For more information, please visit https://www.crestwoodadvisors.com.
Dividend ETFs offer enticing yields, but not all dividends are created equal.
Investment Research Analyst Joe Alger, CFA, recently spoke with Financial Advisor Magazine about balancing yield with growth, avoiding value traps in high-dividend strategies and why retirees are drawn to income-focused products.
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In a recent conversation with U.S. News & World Report, Investment Research Analyst Joe Alger, CFA, shared key insights on how different replication strategies impact the performance of popular S&P 500 index funds.
“Funds that use a full replication method of an index are likely to have lower tracking errors than funds that use partial or optimized replication methods,” he said.
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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 Wealth Manager Timothy Paradis, CFP®, spoke with ComparisonAdviser about the complexities of homeownership and the importance of understanding costs and tax benefits, highlighting how financial advisors can assist homeowners.
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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 foster civic engagement, promote diversity and drive meaningful change through best practices. With consortium members collectively managing over $200bn in client assets, this initiative focuses on five key pillars: workforce development, community support, environmental sustainability, client service, and industry leadership. Through collaboration and shared commitment, we aim to elevate our impact, champion inclusion and pay it forward.
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