A complete list of active advisors currently associated with Crestwood Advisors

Warmer can help you find a great advisor at Crestwood Advisors or one who fits your needs even better.

Crestwood Advisors Group, LLC is an SEC‑registered, multi‑advisor wealth management firm that provides comprehensive investment management and financial planning to individuals (including high‑net‑worth clients), families, foundations, endowments, pension and profit‑sharing plans, and business clients. Services include discretionary and non‑discretionary portfolio management, financial planning, and advice for held‑away accounts, variable annuities/life products and employer‑sponsored retirement plans. The firm uses a globally diversified, top‑down asset allocation framework combined with bottom‑up fundamental security selection, documenting client objectives in an investment policy statement and seeking tax efficiency where appropriate. Portfolios blend individual equities, fixed income, ETFs and mutual funds, and Crestwood engages external managers and recommends private investment funds for qualified clients while managing held‑away accounts using a third‑party order management system (Pontera). Crestwood is part of the Focus Financial Partners network and discloses a range of affiliate relationships — including an affiliated private‑fund manager (SCS Capital Management), a tax affiliate (Focus Partners Wealth), an insurance affiliate (Focus Risk Solutions), and intermediaries for credit and cash management (UPTIQ and Flourish) — and it introduces or recommends these affiliated services to clients, which the firm notes can create conflicts of interest. The brochure also documents the firm’s succession from its predecessor advisory business (Crestwood Advisors, LLC) and the firm’s treatment of legacy client relationships (for example, certain Connecticut legacy accounts remain concentrated in individual equities and may not have formal IPS documentation).

To learn more about the advisors currently working at Crestwood Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.