Crestwood Advisors

Crestwood Advisors Group, LLC is an employee-owned investment management firm based in Boston, Massachusetts, established in 2003. The firm specializes in providing wealth management services, including financial planning, consulting, trust, estate, and tax advisory services, primarily for high-net-worth individuals, families, foundations, and endowments. Crestwood Advisors manages tailored equity and fixed income portfolios, utilizing a fundamental analysis approach that combines both top-down and bottom-up stock selection methods. The firm also conducts in-house research to inform its investment decisions, focusing on the public equity and fixed income markets globally. As a subsidiary of Focus Operating, LLC, Crestwood Advisors is committed to serving a diverse client base that includes individuals, pension plans, charitable organizations, corporations, and trusts.