Crestwood Advisors

Crestwood Advisors is an independent wealth management and financial planning firm, founded in 2003, that works with individuals and families. Its services include financial planning, investment management, tax strategy and coordination, trust and estate administration, and philanthropy and impact planning. The firm describes itself as a registered investment advisor and says it manages about $8 billion for more than 1,100 families.

The Darien office is at 23 Old Kings Hwy, and the firm also has offices in Boston, Providence and Boulder. Clients can set up an in-person appointment or reach the team by phone or email. Crestwood's advisors work as a team, so clients have a group that coordinates on their plans over time.