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Crestwood Advisors LLC

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Crestwood Advisors LLC

Overview:

History of Independence

Crestwood Advisors LLC is a Boston-based, SEC-registered independent investment management firm. Since inception we have been delivering comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. We have no “parent company” biases or constraints; we sell no products and accept no commissions.

Continuity & Commitment

We are committed to our clients and our firm. We invest in the same securities as our clients to make certain all our interests are aligned. In addition, employee ownership as well as the ongoing engagement of our firm’s partners in each client relationship ensures consistency, continuity and accountability.

Elevated Performance

Our focus on results and our capacity to cast a wide investment net have together given us the abilities to broaden opportunities for growth while managing appropriate exposure to risk for each client.

Involved & Engaged

Our firm is collectively committed to our community and our profession through myriad memberships, board appointments and volunteer opportunities. Our involvement encompasses: memberships to CFA Institute, Boston Security Analysts Society, Boston Estate Planning Council, Financial Planning Association and Boston Women in Finance; board of trustee positions at the Trinity Pawling School, the Darrow School, Family Services of Greater Boston and Crittenton Women’s Union; and volunteering at the Women’s Lunch Place of Boston and Big Brother Big Sister.

Unparalleled Client Retention

Our strong client retention speaks volumes to our performance, perspective and relationships.

Fiduciary Responsibility

As an independent SEC registered firm we are legally responsible to act in the best interests of our clients and to avoid conflicts of interest, a directive we take seriously and follow judiciously.

Toll Free: +1 877 273 7896

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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