Legal Disclaimer and Relevant Documents

Please read the entire TERMS AND CONDITIONS OF USE carefully before you use this website. If you do not agree to all these terms and conditions, do not access this website, or any of its pages. By using this website, and whether or not you actually read these terms and conditions, you are deemed to have accepted them.

Terms of Usage

Crestwood Advisors (“Crestwood”) is an SEC registered investment adviser located in Boston, MA. Crestwood’s web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Crestwood’s web site on the Internet should not be construed by any consumer and/or prospective client as Crestwood’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Crestwood. Any subsequent, direct communication by Crestwood with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Crestwood, please contact the United States Securities and Exchange Commission on their web site at A copy of Crestwood’s current written disclosure statement discussing Crestwood’s business operations, services, and fees is available from Crestwood upon written request. Crestwood does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Crestwood’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users there of should be guided accordingly.

Disclaimer of Warranty and Limitation of Liability

The information, data and opinions on this website are provided “as is” and are provided without any warranty of any kind, either express or implied. Crestwood Advisors does not warrant the accuracy of the information provided for any particular purpose and expressly disclaims any warranties of merchantability or fitness for a particular purpose. CRESTWOOD ADVISORS WILL NOT BE LIABLE FOR ANY DIRECT, SPECIAL INDIRECT OR CONSEQUENTIAL DAMAGES, EVEN IF EXPRESSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, ARISING OUT OF OR IN CONNECTION WITH THE USE OF THIS WEBSITE.

Copyright and restrictions on use of materials

This website is protected by applicable copyright law. If you download or print any information from this website, you agree that you will not remove or obscure any copyright or other notices or legends contained in any such information. You may not reproduce, transmit (by electronic means or otherwise), modify, link into or use for any public or commercial purpose any part of the Crestwood Advisors website without the express prior written permission of Crestwood Advisors.

Modification of Terms and Conditions of Use

Crestwood Advisors reserves the right to change, modify, add or remove portions of the Terms and Conditions of Use at any time. Accordingly, it is suggested that you review these terms periodically for changes. Use of this website connotes that you have accepted any changed terms.

Crestwood Advisors Brochure & Privacy Statement

To download a copy of any of our disclosure documents, please click on the document name:  ADV 2A Brochure, ADV 2B, ADV Part 3 (CRS), Privacy Statement and California Consumer Privacy Notice.

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