Wealth Planning

Navigating the complexities of wealth management often involves strategic moves to optimize tax efficiency. Two such strategies, Downstreaming and Upstreaming, are approaches to managing [...]

Intra-family loans have long been used as an effective planning tool to help families achieve specific goals. These goals can be more pointed, such as helping a family member buy a home or [...]

Start the new year by leveraging the latest 401(k) plan changes to enhance your retirement planning! A notable change for 2024 is the increased contribution limit, offering a greater opportunity [...]

In a recent article on InsuranceNewsNet, Wealth Planner Luke Neumann, CFP®, shares his perspective on how navigating retirement planning amidst today’s uncertainties can be overwhelming, [...]

2023, the Chinese Year of the Rabbit, has been generally positive for financial markets, but not without a fair number of challenges. With the holidays just around the corner, the final days of [...]

Non-citizens, including resident Green Card holders who are married to U.S. citizens, are treated differently for estate and gift tax purposes than U.S. persons. Without proper planning, [...]

What should investors do if interest rates go up or down? Partner and Chief Investment Officer John Ingram, CFA recently shared his insights with CBS News. Read the full story here.

FOR IMMEDIATE RELEASE Boston, Mass. (September 18, 2023) – Crestwood Advisors Group, LLC (“Crestwood”), a leading boutique investment advisory and wealth management firm, is proud to announce [...]

At Crestwood Advisors, our mission is to provide exceptional investment strategies to high-net-worth individuals and families wherever they are in life, which is why we are excited that our [...]

Boston-based advisory firm expands growing New England footprint into Rhode Island Boston, Mass. (September 5, 2023) – Crestwood Advisors Group, LLC (Crestwood), a leading boutique investment [...]