Boston, MA, April 1, 2019 – Crestwood Advisors Group LLC is pleased to announce the merger with MacGuire, Cheswick & Tuttle Investment Counsel LLC. As a result of this merger, Crestwood expands into Darien, CT and will have two offices and 30 professionals managing approximately $2.5 billion in assets under management primarily on behalf of high net worth individuals and families.
MacGuire, Cheswick & Tuttle (MCT), founded in 2009 through the combination of K.A. MacGuire & Associates and the former Cheswick Investment Co. Inc., manages over $500 million for private clients. David P. Tuttle, Kevin A. MacGuire and Susan Cheswick Brewer, the three founders and senior investment professionals at MCT representing over 85 years of combined experience, will join Crestwood Advisors as Managing Directors and Portfolio Managers. The entire MCT team will continue to operate from their existing offices in Darien, CT.
“We have enjoyed getting to know the people of Crestwood for well over a year and believe combining efforts with the talented professionals in Boston provides us the ability to leverage the broad resources and breadth of expertise at Crestwood to enhance our strengths and provide the best outcomes for clients” said David Tuttle. “Having greater scale is increasingly important for clients. Partnering with Crestwood will ensure we have the ever increasing resources necessary to provide outstanding services to our clients.” added Susan Cheswick Brewer. “This merger is a natural evolution for MCT. We have worked with a number of client families for multiple generations over a few decades and, while all of us look forward to working for many more years, combining efforts with Crestwood helps us effectively plan for the eventual transition necessary to support the clients we care so very much about over future generations and multiple decades,” said Kevin MacGuire.
Michael Eckton, Crestwood’s CEO & Managing Partner said “We are thrilled to welcome a team with such deep and broad experience as Kevin, Susan and David and are eager to collaborate with them for the greater benefit of all our clients. Our new colleagues in Darien share our commitment of delivering robust wealth management solutions in a highly personal way to clients.” Eckton added “We already have many clients in greater NYC, including many in Fairfield County, so expanding our physical presence into Darien, CT is a natural fit and will enable us to even more effectively engage with clients.”
For more information, please contact: Michael A. Eckton, CFA, CEO & Managing Partner
email@example.com or 617-523-8880.
About Crestwood Advisors Group LLC
Crestwood Advisors Group LLC is an independent, fee-based, wealth management firm with approximately $2.5 billion in assets under management. Founded in 2003, Crestwood Advisors Group provides investment management with financial planning strategies to help high net worth individuals and families identity and prioritize their goals and build sustainable wealth so that they may enjoy more financially secure and purposeful lives. For more information, please visit www.crestwoodadvisors.com.