About
About Crestwood Family Office
Welcome to Crestwood, a trusted partner for wealthy individuals and families seeking comprehensive investment and wealth management solutions.
Our privately held company is dedicated to helping our clients protect and grow their wealth, ensuring a secure future for generations to come. We understand that managing significant wealth is a complex and highly personal endeavor, and our tailored approach reflects this.
At Crestwood, we offer a holistic range of services, including investment management, asset allocation, financial planning, and concierge-level services to meet the unique needs of each client. Our experienced team brings a depth of knowledge and a nuanced understanding of the challenges faced by those with substantial assets.
We take a long-term view, employing strategies that stand the test of time and navigate market volatility. Our investment philosophy is grounded in a rigorous, research-driven process, ensuring that our clients' capital is deployed effectively and efficiently.
But we are more than just investment managers. We become trusted advisors and an extension of our clients' families, offering a highly personalized service that goes beyond pure numbers and finances. Our goal is to build strong, lasting relationships, providing the peace of mind that comes with knowing your wealth is in expert hands.
When you partner with Crestwood, you gain access to a dedicated team of professionals who will work tirelessly to understand your specific goals and aspirations. We tailor our services to fit your unique circumstances, offering a level of customization that is simply not possible with a traditional wealth management firm.
Our commitment to discretion and confidentiality is absolute. We understand the importance of privacy when it comes to managing your wealth, and we go to great lengths to protect the sensitive information entrusted to us.
Let Crestwood be your partner in preserving and enhancing your wealth. Contact us today to discover how we can help you achieve your financial goals and secure a prosperous future for your family.
services
Investment Management
Investment Management
Investment Management
Our core expertise lies in crafting customized investment strategies. We take the time to understand your risk tolerance, goals, and preferences, and design a portfolio tailored to your needs. We actively manage your investments, employing a disciplined approach that adapts to market conditions, always seeking to optimize returns while managing risk effectively.
Asset Allocation
Investment Management
Investment Management
We assist in allocating your assets across a diverse range of investment options, including equities, fixed income, alternative investments, and real estate. Our strategic asset allocation is based on rigorous analysis and a long-term perspective, ensuring your portfolio is well-diversified and positioned for growth.
Financial Planning
Investment Management
Financial Planning
Our financial planning services encompass all aspects of your financial life. We help you define your short, medium, and long-term goals, creating a comprehensive plan to achieve them. This includes retirement planning, education funding, insurance analysis, and legacy planning, ensuring that your financial future, and that of your family, is secure.
Tax Strategies
Investment Management
Financial Planning
Minimizing tax liabilities is a critical component of effective wealth management. We work closely with your tax advisors or provide referrals to specialists who can ensure your investments and financial strategies are structured tax-efficiently.