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FOR IMMEDIATE RELEASE

Temporary new office offers additional space as more team growth is expected

Boston, Mass. (October 30, 2023) – Crestwood Advisors (“Crestwood”), a boutique investment advisory and wealth management firm based in Boston, is pleased to announce its Darien office has officially relocated to 23 Old Kings Highway South, which is located almost directly across the large parking lot behind the firm’s previous offices at 1020 Post Road.

Crestwood has outgrown its previously available space and is happy to be nearby in a larger space that more effectively enables the full Connecticut team to comfortably assemble and collaborate. This new space also has a dedicated conference room for client meetings as well as extra room for colleagues visiting from Boston or Providence.

Despite the extra room the new space affords, Crestwood’s Darien office will be moving again in 2025 as the firm has executed a 10-year lease to move into a larger office in a soon-to-be-built space within the rapidly developing Corbin District. The Corbin District is a development that is transforming and invigorating downtown Darien. The area will feature numerous retail shops and new restaurants.

The address of the future long-term office home will be One Market. When it is complete in late 2025, the new offices will provide even more room for growth, meeting space and ample client parking.

As a growing advisory firm committed to client success, Crestwood’s financial planning and investment professionals across New England strive to meet clients wherever they are in life, providing guidance, tools and financial solutions to help individuals and families succeed.

“We’re thrilled to have the opportunity to offer expanded services and amenities for our highly valued clients,” said Crestwood CEO/Managing Partner Michael Eckton. “We’re looking forward to continuing to grow into our forever home in Darien once we’re fully settled.”

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About Crestwood Advisors
Crestwood Advisors is an independent, fee-only, wealth management firm with over $5.3 billion in assets under management. Founded in 2003, Crestwood Advisors provides investment management with financial planning strategies to help high-net-worth individuals and families identify and prioritize their goals and build sustainable wealth so that they may enjoy more financially secure and purposeful lives. For more information, please visit https://www.crestwoodadvisors.com.

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