Crestwood Advisors

Planning for your eventual “last breath” isn’t always enjoyable, but it’s essential to protect your legacy. This #NationalEstatePlanningAwarenessWeek, consider the benefits of a #TrustProtector. What is a Trust Protector? A Trust Protector is an impartial third party who ensures your trust is managed according to your wishes after you’re gone. Why consider one? ? Flexibility: Modify trust provisions as needed. ? Oversight: Ensure trustees follow your wishes. ? Conflict Resolution: Resolve disputes between parties. Read more about how Crestwood Advisors can help you enhance your #estateplanning strategy today: #EstatePlanningAwareness #LegacyPlanning #NationalEstatePlanningWeek?

As the end of the year approaches, it's a great time to review your #charitablegiving goals. October is perfect for planning your annual donations to maximize both impact and tax benefits. Strategies like donating appreciated securities, using Donor-Advised Funds (#DAFs) or setting up Charitable Trusts can enhance your contributions. Contact your team at Crestwood Advisors today to discuss how we can help you develop a charitable giving plan that aligns with your financial goals and maximizes your philanthropic impact: #CharitableGiving #YearEndPlanning #CrestwoodAdvisors #Philanthropy

We’re excited to announce that Crestwood has been ranked #59 on the annual Forbes | SHOOK Research Top RIA list of the top 250 firms in the nation for 2024! This achievement reflects our dedication to providing exceptional financial expertise, personalized strategies, and always putting our clients first. A huge thank you to our clients and team for making this possible. We look forward to continuing to help you achieve your financial goals with integrity and excellence. Learn more by clicking the link below! #Crestwood #ForbesTopRIA #FinancialPlanning??

Is your financial plan working as hard as you are? #Financialplanning is the key to achieving your life goals, whether it’s saving for #retirement, funding your children’s education or simply building wealth. By taking control of your finances, you can make informed decisions that impact your future. At Crestwood Advisors, we're built for you. We take the time to understand your current circumstances, define your goals and craft a personalized savings and investing strategy that grows with you. From investment results to tax efficiency options, our tailored planning strategies are designed to make every dollar count. Take advantage of #FinancialPlanningMonth this October to get your finances on track. Let's talk: #FinancialFreedom #WealthManagement #MoneyGoals

With the rising frequency of natural disasters, homeowners across the U.S. are grappling with skyrocketing #insurancecosts. From Senator Rick Scott's proposed $10,000 deduction on homeowners insurance premiums to Suze Orman's controversial decision to drop her coverage altogether, homeowners are considering different approaches to manage their insurance expenses. What should you do? Assess your risk exposure, consider your financial cushion and explore potential tax relief options. Ultimately, your decision should align with your financial situation and long-term goals. Read our latest perspectives post for insights and strategies to help you manage rising #homeownersinsurance costs by clicking below: #FinancialPlanning #RiskManagement #FinancialLiteracy

We are proud to announce Crestwood Advisors has earned a place on the Boston Business Journal’s 2024 list of the “Largest Independent Investment Advisers in Massachusetts,” ranking #16. “This acknowledgment reflects our team’s unwavering commitment to providing personalized financial strategies that empower our clients to reach their goals,” said Crestwood CEO/Managing Partner Michael Eckton. To read more on this recognition and the methodology of the ranking, click below: #WealthManagement #FinancialPlanning #EstatePlanning

As summer winds down, fall is the ideal time to revisit your financial plan and finish the year on a high note. At Crestwood Advisors, we’re here to help you optimize your financial strategy with our comprehensive range of solutions. Our highly trained team of trusted advisors offers expertise in: ? Financial planning ? Investment philosophy and portfolio construction ? Estate, gift and trust planning ? Philanthropic advisory ? Emerging wealth Learn more about our services and start your fall financial refresh today: #WealthManagement #FinancialPlanning #EstatePlanning #Philanthropy

We’re proud to announce that Crestwood Advisors has been named to Barron's 2024 Top 100 RIA Firms list! This recognition highlights our commitment to excellence in financial advisory services and the incredible support of our clients and dedicated team. We're proud to be named among the nation’s leading #financialadvisors and look forward to continuing our growth and success. Thank you to everyone who has been part of this journey. Your trust and partnership make all the difference! Read more by clicking below: #BarronsTop100 #RIA #InvestmentAdvisory

Meet the newest member of our Boston team! We’re excited to introduce Madison McNamara, CFP? as a new Client Advisor. Madison, a Certified Financial Planner? (CFP?) professional, is bringing her extensive background in #financialplanning and #wealthmanagement to help our clients achieve their financial goals. Before joining us, Madison served as a Financial Advisor at Vanguard, where she managed clients' planning needs. A graduate of the Lerner School of Business at the University of Delaware, Madison earned her Bachelor of Science in Financial Planning and Wealth Management. Her deep knowledge and commitment to personalized financial strategies will be a tremendous asset to our team. Join us in welcoming Madison to the Crestwood family! Learn more about Madison by clicking below: #NewHire #ClientAdvisor #Welcome #TeamGrowth

Missed our monthly market update? July’s labor report stirred market jitters with lower-than-expected payroll growth and a rise in the unemployment rate. Despite these signals, experts caution against jumping to recession conclusions. Meanwhile, the Fed’s cautious stance hints at potential rate cuts ahead. Dive deeper into the August Economic Update to see how these shifts might impact your investments and what trends to watch for in the weeks ahead by clicking below:? #LaborMarket #EconomicOutlook #FinancialPlanning