Business Details
24 Years
experience
Your Trusted Financial Advisory Partner
At Crestwood Advisors, we are driven by the principle of providing a framework to help clients navigate the complexities of wealth management with clarity and purpose. As an independent registered investment advisory firm, we adhere to the highest fiduciary standards, ensuring our clients objectives remain our foremost priority. Our disciplined team-based approach allows us to deliver tailored strategies that align with each clients unique goals, values, and circumstances. With a commitment to empathy and active listening, we prioritize understanding our clients aspirations before offering advice, ensuring a deeply personalized experience. Our expertise spans investment management, estate planning, tax-efficient strategies, and philanthropic advisory, supported by a team of credentialed professionals holding certifications such as CFA, CFP, and CPWA.We pride ourselves on transparency, leveraging advanced technology and reporting tools to provide complete visibility into our clients financial journeys. Recognized for excellence, including being named to Forbes/SHOOK Top RIA lists, we combine rigorous research with a global perspective to optimize asset allocation and long-term growth. Our culture of continuous learning and adaptability ensures we remain ahead of market trends, delivering innovative solutions that evolve with our clients needs. By fostering intergenerational relationships, we aim to build lasting partnerships rooted in trust and integrity. For over two decades, we have served as advocates for our clients, ensuring their wealth is positioned to support their legacy and life goals.
Services
Investment Advisory
Wealth Planning
Estate Planning
Tax Strategies
Philanthropic Advisory
Details
- Year established: 2002
Highlights and features
- We operate as fiduciaries, prioritizing client interests above all.
- Our team includes CFA charterholders and Certified Financial Planners.
- We provide personalized, tax-efficient investment strategies tailored to your goals.
- Recognized as a Top RIA by Forbes/SHOOK for four consecutive years.
- Our collaborative approach ensures holistic, intergenerational wealth planning.
Associations and certifications
- SEC Registered Investment Advisor
- CFA
- CFP
- CPWA
- CSRIC
What people say
Personalized financial strategies
Fiduciary-driven advice
Expert team credentials
Award recognition
Intergenerational relationships
Services
Investment Advisory
Our investment advisory services combine global market insights with personalized strategies to optimize client portfolios. We utilize a disciplined approach to asset allocation, incorporating individual stocks, bonds, and diversified funds. Our team of CFA charterholders and portfolio managers ensures strategies align with clients risk tolerance and long-term objectives.
Wealth Planning
Wealth planning at Crestwood involves creating comprehensive strategies to address liquidity, tax efficiency, and legacy goals. Our certified financial planners collaborate with clients to develop roadmaps for retirement, education funding, and major life milestones. We integrate evolving market trends to ensure adaptability and sustained growth.
Estate Planning
Estate planning services focus on preserving and transferring wealth according to clients wishes. We coordinate with legal and tax professionals to establish trusts, wills, and gifting strategies. Our approach minimizes tax liabilities while ensuring seamless intergenerational wealth transfer, supported by our teams expertise in advanced estate planning.
Philanthropic Advisory
Our philanthropic advisory helps clients align charitable goals with financial strategies. We design tax-efficient donation plans using donor-advised funds, private foundations, and impact investments. By integrating philanthropy into wealth management, we enable clients to create meaningful legacies while optimizing tax benefits.
Tax Strategies
Tax strategies at Crestwood aim to minimize liabilities through proactive planning. We employ techniques like tax-loss harvesting, asset location optimization, and income deferral strategies. Our team stays updated on regulatory changes to ensure compliance and capitalize on opportunities for long-term tax savings.
People
Leah R. Sciabarrasi
President/Managing Partner, Wealth Manager
Leah Sciabarrasi leads Crestwoods strategic growth while advising high-net-worth clients. With over 20 years in wealth management, she specializes in retirement planning and intergenerational wealth transfer. Her approach balances analytical rigor with personalized service.
Michael A. Eckton
CEO/Managing Partner, Portfolio Manager
Michael Eckton oversees Crestwoods investment strategies and operations. A CFA charterholder, he focuses on global market opportunities and risk management. His leadership emphasizes innovation and client-centric solutions backed by rigorous research.
Brandon D. Lozier
Client Advisor
Brandon Lozier provides tailored financial guidance to individuals and families. Certified as a CFP, he excels in creating actionable plans for wealth preservation and growth. His client-first philosophy ensures clarity and confidence in financial decision-making.
Lissette Villacis
Client Service Associate
Lissette Villacis supports clients with portfolio reporting and administrative needs. Known for exceptional organizational skills, she ensures seamless communication and timely execution of client requests, contributing to Crestwoods service excellence.
Nathan Z. Gore
Senior Information Systems Specialist
Nathan Gore manages Crestwoods technology infrastructure, enhancing cybersecurity and operational efficiency. His expertise ensures robust platforms for client reporting and internal collaboration, supporting the firms commitment to innovation and data integrity.
Questions
What services does Crestwood Advisors offer?
We provide investment advisory, wealth planning, estate strategies, tax optimization, and philanthropic advisory services tailored to individual client needs.
Are you a fiduciary?
Yes, we are legally obligated to act in our clients’ best interests as SEC-registered investment advisors.
How are your fees structured?
Fees are based on a percentage of assets under management, ensuring alignment with client success and transparency.
Do you work with out-of-state clients?
We serve clients nationwide through virtual and in-person meetings across our offices in Boston, Boulder, Darien, and Providence.
What makes Crestwood different from other firms?
Our collaborative team approach, fiduciary commitment, and recognition as a Top RIA by Forbes/SHOOK distinguish our client-focused excellence.
