​Crestwood Advisors is an independent, fee-only wealth management firm founded in 2003 and headquartered in Boston, Massachusetts. The firm specializes in providing personalized investment management and financial planning services to high-net-worth individuals and families, aiming to help clients identify and prioritize their financial goals to build sustainable wealth. As of October 31, 2024, Crestwood Advisors managed approximately $6.7 billion in assets. The firm’s commitment to client-centric service and comprehensive financial strategies has earned it recognition, including a spot on Barron’s 2024 Top 100 RIA Firms list. With additional offices in Connecticut and Rhode Island, Crestwood Advisors continues to expand its reach while maintaining a focus on delivering tailored financial solutions.