About Crestwood Advisors
Crestwood Advisors is an independent, fee-only wealth management firm based in Boston, with additional offices in Connecticut and Rhode Island. Founded in 2003, the firm specializes in holistic financial solutions for high-net-worth individuals and families. Crestwood manages approximately $6.7 billion in assets and operates as a fiduciary, ensuring client-centric and transparent advisory services.
Min project size
50,000+
Hourly rate
50 / hr
Employees
66
Locations
United States
Year founded
Founded 2003
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