Crestwood Advisors

Crestwood Advisors is honored to be named one of?America’s Top Financial Advisory Firms 2025?by?Newsweek! This recognition is a testament to our commitment to putting clients first and delivering transparent, tailored strategies. We couldn’t be prouder to be part of this incredible list, and we’re so grateful to our amazing team for their dedication to helping our clients achieve their financial goals. Click below to read more: #FinancialAdvisory #ClientFirst #WealthManagement #FinancialPlanning #TopAdvisoryFirms2025

Dividend ETFs offer enticing yields, but not all dividends are created equal. Investment Research Analyst Joe Alger, CFA, recently spoke with Financial Advisor Magazine about balancing yield with growth, avoiding value traps in high-dividend strategies and why retirees are drawn to income-focused products. Click below to read the full article: #DividendETFs #InvestmentStrategies #FinancialAdvisor

In a recent conversation with U.S. News & World Report, Investment Research Analyst Joe Alger, CFA, shared key insights on how different replication strategies impact the performance of popular S&P 500 index funds. "Funds that use a full replication method of an index are likely to have lower tracking errors than funds that use partial or optimized replication methods,” he said. Read the full article by clicking below: #Investing #SP500 #ETF #Vanguard #InvestmentStrategy #PersonalFinance

What’s the secret to creating future leaders? One word: #mentorship. At #CrestwoodAdvisors, we’re proud to highlight the power of connection through our firm Mentorship Program, which fosters professional growth, enhances service excellence and cultivates a collaborative culture.? ? With 20 dynamic pairs dedicated to sharing expertise, building confidence and driving development, our initiative reflects our commitment to both our team members and clients. Through personalized pairings and regular goal-setting meetings, we’re growing?together—elevating careers and driving success every step of the way. ? Discover how our mentorship-driven approach can help you achieve your financial goals: #MentorshipMatters #ProfessionalGrowth

This #VeteransDay, we honor the bravery and sacrifices of those who have served. Your dedication inspires us every day. Thank you to all veterans for protecting our freedoms! #ThankYouVeterans #HonoringHeroes

We’re excited to welcome two new Client Service Associates to our team! Jake Milne, a graduate of James Madison University with a B.B.A. in Finance, and Will Surucu, who holds a degree in Business Administration and Finance with a minor in Leadership Studies from University of Richmond. In their roles, Jake and Will work closely with our client team to support and enhance services for both our clients and the firm. They handle key client support functions, including opening new accounts, transferring securities, confirming securities’ cost basis, and managing cashiering tasks. Please join us in welcoming Jake and Will to the Crestwood team! We look forward to their contributions. #NewHires #ClientService #CrestwoodAdvisors #TeamGrowth

#ElectionDay is tomorrow! Your voice matters, and every vote counts in shaping the future. At Crestwood Advisors, we believe in the power of informed decisions—whether it's financial or civic. Make sure to head to the polls and exercise your right to vote! #GetOutAndVote #YourVoteMatters

Creating generational wealth involves more than just passing on financial assets. It’s about preparing the next generation to nurture their legacy and focus on managing and growing wealth responsibly. In our latest Perspective post, we explore practical ways families can start these important conversations: from interactive tools to personal stories and relatable goal setting, all designed to empower young children to make smart financial choices. Curious how you can build financial literacy with the next generation? Click below to learn more: #FinancialLiteracy #GenerationalWealth #FutureInvestors

Happy Diwali to all our clients and friends! Diwali, also known as the Festival of Lights, is one of the biggest Hindu festivals in India and throughout the world. ? This festival symbolizes the victory of light over darkness and good over evil, spanning five days, each with its own meaning: ? October 29:?Dhanteras – a day for worshiping wealth and prosperity. ? October 31:?Choti Diwali (Naraka Chaturdashi) – honoring Lord Krishna’s victory over darkness. ? October 31:?Diwali & Lakshmi Puja – celebrating the return of Lord Rama and the blessings of Goddess Lakshmi. ? November 2:?Govardhan Puja – acknowledging Lord Krishna's protection of the people of Mathura. ? November 3:?Bhai Dooj – the last day of Diwali festivities, celebrating the special bond between brothers and sisters. May this #Diwali bring you and your loved ones prosperity, joy and light.? ? #Diwali2024 #FestivalOfLights #Community

Are you a new homeowner? Owning a home is not just a milestone—it's a powerful way to build wealth! But with great ownership comes greater financial responsibility. Recently, Director and Wealth Manager Timothy Paradis, CFP?, spoke with ComparisonAdviser about the complexities of homeownership and the importance of understanding costs and tax benefits, highlighting how financial advisors can assist homeowners. Read more by clicking below: #HomeOwnership #FinancialAdvisor #WealthManagement #FinancialPlanning