Westport, CT Office

Crestwood serves individuals and families (including high‑net‑worth clients), foundations, endowments, pension and profit‑sharing plans, and other institutions with comprehensive investment and wealth management services. Services include portfolio management, financial planning, coordination with clients’ other advisors, and non‑discretionary guidance for products such as variable life/annuities, employer retirement plans and 529 plans.

The firm uses a team approach (wealth manager, portfolio manager and client advisor) and documents objectives in a living investment policy statement, combining top‑down asset allocation with bottom‑up fundamental security selection that emphasizes financial strength, management quality, valuation and select ESG factors. Crestwood pursues global diversification across individual equities, bonds, ETFs, mutual funds, outside managers and private investment funds, seeks tax efficiency (including tax‑loss harvesting when appropriate) and continuously monitors portfolios.

Crestwood is an indirect, wholly‑owned subsidiary of Focus Financial Partners and routinely refers clients to affiliated specialist businesses, including Focus Risk Solutions (insurance), Focus Partners Wealth (tax) and SCS Capital Management for certain private pooled vehicles, and it uses intermediaries such as UPTIQ and Flourish to facilitate cash and credit solutions. The firm discloses that it succeeded to the advisory business of a predecessor firm and, through its Focus affiliation, has access to a broader set of affiliated consulting and product offerings (pension consulting, pooled funds and intermediary cash/credit solutions) than many peers.