Aaron M. Beltrami, CFP®Partner, Wealth Manager

Aaron joined Crestwood Advisors in 2008 and serves as a Wealth Manager & Partner for the firm.

Aaron began his career in 1995 when he found his passion for assisting financially successful families in achieving their broader wealth building, asset protection, and estate planning goals.  He has been able to leverage his experience for Crestwood clients as they seek to work with someone who understands their evolving needs and the family dynamics that makes them unique.   He truly believes that the most effective approach to serving clients is through a thoughtful, team-oriented, process and diligent monitoring of life’s ever-changing turns.  

Aaron is a CERTIFIED FINANCIAL PLANNER™ practitioner with deep experience in working with executives, consultants, and small business owners.  Aaron has a BS in Business Management from Assumption College and an Associate Degree in Business Management & Technology from Vermont Technical College.  He is a member of the Boston Estate Planning Council where he frequently networks with peers to stay on top of the latest trends within investment and wealth advisory.

Aaron lives in Norwell, MA with his wife, Stacey, and three boys.  If he’s not at a hockey rink, he’ll try to fill his time with music, skiing and making family memories through travel.

Start typing and press Enter to search