John Morris and Michael Eckton, Co-founders of Crestwood Advisors, spoke on Seth Greene’s podcast, The RIA Podcast, about the importance of team culture and ensuring client satisfaction with their financial goals at Crestwood. “We aim to deliver optimal excellent experiences for the clients that we serve so they can then share that experience with other people,” said Morris.
Listen to the full podcast here.
FA-IQ reached out to advisors to ask: What’s a piece of advice you have for young advisors entering the industry?
“Join a firm that genuinely cares about its clients! You’ll learn more, become a better advisor, and probably have more fun while doing so,” said Luke Neumann, a wealth planner at Crestwood Advisors.
Read the full article now to find out more about Luke’s advice for young advisors!
FOR IMMEDIATE RELEASE
Boston advisory firm caps year of growth with prestigious national accolade
Boston, Mass. (September 20, 2022) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston, is thrilled to announce it has been named to the Barron’s 2022 Top 100 RIA Firms list.
Crestwood ranked No. 93 on the prestigious national list.
This year’s list was Barron’s 7th annual ranking of independent advisory companies. The rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The goal of this list is to highlight the nation’s best financial advisors with the intention of raising industry standards.
As a growing advisory firm committed to client success, Crestwood’s nearly 50 financial planning and investment professionals across New England strive to meet clients wherever they are in life, providing guidance, tools and financial solutions to help individuals and families succeed.
“We are beyond excited to make this distinguished national list,” said Crestwood CEO/Managing Partner Michael Eckton. “Such recognition is a testament to the hard work and dedication our team gives to our clients and our business every single day. Our goal is to use this continued success to attract quality professionals and invest in our business so that we may continue to best serve clients and be recognized among the ‘best’ RIAs in the country.”
To read more on the methodology of the award please click here.
Please see Crestwood Advisors important disclosures regarding awards and recognition’s here.
FOR IMMEDIATE RELEASE
Boutique RIA firm experiencing continued team growth in Fairfield County
Boston, Mass. (August 30, 2022) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston, today announced the growth of its Connecticut teams with the recent additions of Alexandra Blake and Jason Hendricks.
Alexandra Blake | Alex joins Crestwood as Director, Wealth Advisor. She brings more than 12 years of experience helping high-net-worth families develop customized asset allocations, wealth planning and strategic investment recommendations. She previously served as a Director at Next Capital Management and a Vice President at BBR Partners, where she provided investment and wealth management advice to multi-generational families. Alex has an undergraduate degree from Lehigh University and a master’s degree from Columbia University.
Jason Hendricks, CFP®, CSRIC™| Jay joins Crestwood as a Portfolio Manager. He brings over 16 years of financial experience as an advisor and portfolio manager in Connecticut. Before joining Crestwood, Jay spent 14 years as a Senior Portfolio Manager at Bank of America Private Bank, formerly U.S. Trust, where he consistently ranked among the top portfolio managers in Fairfield County for the last decade. He graduated from Vassar College with a degree in psychology and is currently pursuing his Chartered Financial Consultant® credential.
As a growing advisory firm committed to client success, our nearly 50 financial planning and investment professionals across New England strive to meet clients wherever they are in life, providing guidance, tools and financial solutions to help individuals and families succeed.
Since the start of 2021, the Crestwood team has expanded by nearly 20 percent, which has played a key role in supporting new client growth in the local market with best-in-class services guided by decades of experience, integrity and wisdom.
“We are thrilled to welcome Alex and Jay to our growing team,” said Crestwood CEO/Managing Partner Michael Eckton. “With their unique industry experiences and perspectives, we’re confident they’ll not only go above and beyond to address our clients’ financial goals but also add depth to the experiences and relationships of current clients while enabling us to comfortably absorb continued growth of new clients.”
As the Inflation Reduction Act seeks to support clean energy, many investors are questioning whether or not to invest in renewable energy companies.
“The broad [sustainable-energy and eco-friendly] sector will see a long-term boost from the Inflation Reduction Act, lifting demand [and] the profitability profile of some players,” says Director, Equity Analyst Julie Praline in a recent Financial Advisor Magazine story.
Read the full article here.
Crestwood Advisors has been recognized by Financial Advisor Magazine as one of the top Registered Investment Advisors in the country by asset size, ranking among the top 20% of all included RIA firms in 2022.
View the full ranking here.
Please see Crestwood Advisors important disclosures regarding awards and recognition’s here.
Should you buy stocks today? CIO and Partner John Ingram joined Oliver Renick on TD Ameritrade Network, where he discussed the benefits of staying invested over the long term. “Stock market valuations have returned to below average, which represents an attractive time to own stocks for long-term investors,” he said.
Watch the full interview here.
As we continue to make strides forward, Crestwood Advisors is pleased to announce it has been ranked by the Boston Business Journal as one of the Largest Independent Investment Advisers in Massachusetts.
View the full ranking here.
Please view Crestwood Advisors’ list of important disclosures regarding awards and recognitions here.
In a recent MarketWatch article, Sarah Kanwal, equity analyst at Crestwood Advisors, explains how Amazon’s share price decline has followed weakening fundamentals as forward free cash flow estimates have fallen significantly over the last few quarters.
Read the full article to learn more here.
In a recent survey conducted by VettaFi, John Ingram, CIO and partner, discusses his preference for low-volatility EFTs during a market downturn. His recommended ETF is the iShares MSCI USA Min Vol Factor ETF, which selects shares with lower volatility and avoids hot stocks.
Read the full article for more information here.