Who We Are
Your success is how we measure our success.
From the start, we built Crestwood as a firm we’d trust with our own families, combining thoughtful planning, disciplined investing, and genuine partnership. We guide individuals and families toward greater clarity and confidence, knowing that true wealth isn’t defined by numbers alone but by the freedom that comes from making informed, intentional decisions.
Crestwood Advisors is an independent wealth management and financial planning firm serving clients nationwide from offices in Massachusetts, Connecticut, Rhode Island, and Colorado. As fiduciaries, we align every strategy with purpose and stand beside you as your life and opportunities evolve.
Founded
in 2003
$7.02B*
AUM
60+
Employees
4
Offices
* As of 12/31/2024. All numbers reflect Crestwood Advisors most recent ADV filing with the SEC.
CORE VALUES
We bring our founding values to life in every relationship, with clarity, curiosity, and care.
AUTHENTIC
Transparent, honest communication, always grounded in your best interests.
Empathetic
We listen first, advise second, respecting your lived experience and what matters most.
PASSIONATE
We care deeply about the life you’re building, and we show up fully to help you pursue it.
COLLABORATIVE
You benefit from the collective strength of our team’s diverse expertise working together to support your decisions.
FORWARD LEANING
We continually seek new ideas and better solutions — so you stay confidently ahead.
Recognition & Reach
We manage over $7 billion for more than 1,100 families ; Crestwood has been recognized among the nation’s leading independent RIAs by industry publications such as Forbes and Barron’s.
We’re proud to deliver the scale, resources, and sophistication of a national firm with the personal attention of a trusted local partner.
