Perspectives

What should investors do if interest rates go up or down? Partner and Chief Investment Officer John Ingram, CFA recently shared his insights with CBS News. Read the full story here.

FOR IMMEDIATE RELEASE Fast-growing New England advisory firm earns prestigious national accolade Boston, Mass. (September 21, 2023) – Crestwood Advisors (“Crestwood”), a boutique investment [...]

FOR IMMEDIATE RELEASE Boston, Mass. (September 18, 2023) – Crestwood Advisors Group, LLC (“Crestwood”), a leading boutique investment advisory and wealth management firm, is proud to announce [...]

At Crestwood Advisors, our mission is to provide exceptional investment strategies to high-net-worth individuals and families wherever they are in life, which is why we are excited that our [...]

Boston-based advisory firm expands growing New England footprint into Rhode Island Boston, Mass. (September 5, 2023) – Crestwood Advisors Group, LLC (Crestwood), a leading boutique investment [...]

Peter joined Crestwood in 2023 as a Director and Portfolio Manager.  Prior to that he worked at Endurance Wealth Management as a Portfolio Manager. In his over thirty-five year career, Peter [...]

Karen joined Crestwood in 2023 and serves as a Client Service Specialist. Karen has 35 years experience with both brokerage and wealth management firms and prior to joining Crestwood, she was an [...]

Jo-Ann joined Crestwood in 2023 and serves as a Client Service Specialist. Jo-Ann is a 33-year investment veteran and prior to joining Crestwood, Jo-Ann has been Mike Costello’s professional [...]

Karin joined Crestwood in 2023 and serves as a Director and Portfolio Manager. Prior to joining Crestwood, Karin was a Portfolio Manager and member of the Investment Committee at Endurance Wealth [...]

Don joined Crestwood Advisors in 2023 as a Director and Portfolio Manager.  Prior to joining Crestwood, Don worked at Endurance Wealth Management as a Portfolio Manager and Client Advisor. He was [...]