Crestwood Advisors is a Boston-based investment and wealth management firm.  Our firm serves the unique needs of individuals, families, foundations and endowments.  We take a 360 degree approach to investment management ensuring we are fully understanding of the unique needs and drivers to each engagement.  

Global, separate account investment management is the foundation to our investment discipline.  We utilize individual equities, individual bonds, ETFs, mutual funds (where appropriate) and other vehicles when constructing investment portfolios. Our investment management is supported by a dedicated and experienced research team.  

Our focus is on delivering thoughtful, risk-adjusted returns that are in line with the tolerances and unique circumstances that each of our clients brings to us. We report investment performance to each of our clients net of investment fees.  We complement our investment management with a culture of communication and responsiveness.  

Crestwood Advisors was founded in 2003.

Investment Management

Crestwood Advisors

John W. Morris

Susan Brewer

Lou Albanese

Katherine M. Sheehan

Tim Paradis

Roy D. Treible

Luke B. Neumann

Lissette Villacis

Joseph P. Bruno

Jason D. Hendricks

Alyson L. Nickse

Alexandra M. Blake

Susan Cheswick Brewer

The Financial Planning team at Crestwood Advisors collaborates closely with clients to develop comprehensive, personalized financial strategies. Comprised of Certified Financial Planners (CFPs), the team assesses clients' financial situations, goals, and risk tolerances to create tailored plans that include retirement planning, tax strategies, estate planning, and risk management. The team's holistic approach ensures that clients' wealth management needs are met with expertise and meticulous care.

Financial Planning

Client Services Team

Portfolio Management Team

Operations Team

Financial Planning

About

Team members

Other teams at Crestwood Advisors

Client Services Team

Portfolio Management Team

Operations Team