Focus Partner Firms are transforming the landscape of wealth management.
Focus Financial Partners is at the forefront of a growing movement towards transparency and independence that’s sweeping the wealth management industry. Our partners are carefully selected based on the highest standards of excellence. Together they form a powerful network that supports collaborative relationships and the sharing of resources and best practices. Find out how the Focus partnership can help grow and invigorate your business.
Crestwood Advisors, Boston, MA
Focus Partner since January 2017
“Crestwood has always been a client-centric and growth-oriented firm and we found that Focus shares our values regarding our commitment to clients. We set out to build a leading RIA firm over 10 years ago, and now we are excited to take this next step. We came to know Focus through trusted RIA leaders at The Colony Group and Douglas C. Lane & Associates, both of whom are Focus partner firms. We witnessed firsthand the enhancements they were able to bring to their clients and the growth they experienced thanks, in part, to the expertise and value-added support they received from Focus. As we continue on our growth trajectory, we anticipate that Focus will add significant value for Crestwood and our clients.” — Michael Eckton, CEO at Crestwood Advisors
Crestwood Advisors is an investment management and wealth advisory firm serving select, financially successful individuals and families. In addition to managing their clients’ investments, Crestwood strives to help them plan for and navigate the broader aspects of their complex financial lives and broader wealth issues. For more information about Crestwood Advisors, please visit www.crestwoodadvisors.com.