Crestwood Advisors

Crestwood Advisors, established in 2003 and headquartered in Boston, Massachusetts, is an employee-owned investment management and wealth advisory firm. It offers a range of services including financial planning, consulting, trust, estate, and tax advisory services, as well as foundation and endowment management. Crestwood primarily serves high net worth individuals, families, and institutions such as charitable organizations, corporations, and pension plans. The firm employs a global, fundamental investment approach, combining top-down and bottom-up stock picking strategies, and conducts in-house research for its equity and fixed income portfolios.