Crestwood Advisors Joins Focus Financial Partners

March 23, 2017

On January 9, 2017, Focus Financial Partners announced the acquisition of Crestwood Advisors.

Focus Financial Partners (“Focus Financial”) is a partnership of independent wealth management firms. Focus Financial has partner firms operating independently across the U.S. and provides wealth management and benefits and investment consulting services to individuals, families, employers and institutions.

Crestwood Advisors is a Boston-based registered investment advisory firm specializing in holistic wealth management services for individuals and families.

To read the press release: please click here.


Investment Manager M&A, Transactions