Crestwood Advisors

Crestwood Advisors Group, LLC is an employee-owned investment management firm based in Boston, Massachusetts. Founded in 2003, the company specializes in providing a range of financial services, including financial planning, consulting, estate and tax advisory, and foundation and endowment advisory services. It primarily serves high net worth individuals, as well as individuals, pension and profit-sharing plans, charitable organizations, corporations, families, foundations, endowments, trusts, and estates. Crestwood Advisors manages tailored equity and fixed income portfolios, employing both fundamental analysis and in-house research to guide its investment decisions. The firm focuses on both public equity and fixed income markets globally, utilizing a comprehensive approach that combines top-down and bottom-up stock selection strategies.