Crestwood Advisors Group LLC

Overview

Crestwood Advisors Group LLC is an independent, fee-only wealth management firm founded in 2003, headquartered in Boston, Massachusetts, with additional offices in Connecticut, Rhode Island, and Colorado. The firm provides investment management and financial planning strategies to help high-net-worth individuals and families identify and prioritize their goals, aiming to build sustainable wealth for more financially secure and purposeful lives. The firm's investment approach is centered on fundamental analysis, constructing globally diversified portfolios tailored to each client's investment objectives, risk tolerance, and time horizon. Crestwood Advisors Group LLC offers a range of services, including personalized wealth planning, investment management, and fiduciary guidance, with assets under management exceeding $4 billion as of March 2025. In September 2023, Crestwood expanded its presence by merging with Endurance Wealth Management, Inc., a wealth management practice headquartered in Providence, Rhode Island. This strategic move enhanced the firm's service capabilities and extended its footprint across New England, adding over $1 billion in client assets under management and more than 200 clients. The combined entity now employs approximately 58 professionals, further solidifying its position in the wealth management industry.

Investment Focus

• High-net-worth individuals and families
• Foundations
• Endowments