In Archived, Perspectives

We are pleased to announce the addition of Aaron M. Beltrami, CFP® as Partner at Crestwood Advisors.  Aaron joined Crestwood Advisors in August of 2008 and has been an integral part of our relationship management and financial planning team.  Our team and clients alike have benefited from Aaron’s 18+ years of financial industry experience and in particular, his deep experience working with high net worth individuals and families on solutions to simplify their complex financial lives. Aaron is a graduate of Assumption College in Worcester, MA and is an active member of the Financial Planning Association and the Boston Estate Planning Council.
We remain committed to devoting and retaining the resources necessary to deliver the wealth management results that our clients expect from us.  We continue to experience significant growth in client assets under management and we are confident that this is due to the strength of our entire team’s focus on delivering strong investment and wealth management solutions to our clients and our commitment to open, honest and ongoing dialogue with our clients.

We are pleased to welcome Aaron as a Partner at Crestwood Advisors and we are delighted to share the news with you.

As always, please contact us if you have any questions.

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