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Aaron M. Beltrami, CFP®

Aaron M. Beltrami, CFP®

Partner, Wealth Manager

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Roy D. Treible

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Partner, COO/CCO

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David P. Tuttle, CFA®

David P. Tuttle, CFA

Partner, Portfolio Manager

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Crestwood Advisors

Boston, MA  •  Boulder, CO  •  Darien, CT  •  Providence, RI

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Crestwood Advisors is an SEC Registered Investment Advisor © 2026 Crestwood Advisors