Business Details
Your Trusted Partner for Wealth Management Solutions
At Crestwood Advisors, we built our firm around a vision where we would choose to be clients ourselves. Our approach centers on being forward-leaning, empathetic, passionate, and collaborative. We prioritize your objectives by adhering to a fiduciary standard, ensuring our recommendations align with your best interests. Our team-based planning process combines deep listening with tailored strategies to protect, preserve, and grow your wealth. We focus on long-term investment success through global asset allocation, estate planning, and philanthropic advisory services, all supported by transparent communication and cutting-edge technology.With offices in Boston, Boulder, Darien, and Providence, we serve clients nationwide, fostering relationships that often span generations. Our fee structure is based solely on assets under management, ensuring our interests remain aligned with yours. Recognized by Forbes/SHOOK, Barrons, and Worth Media Group, we combine industry expertise with a commitment to exceeding expectations.
Services
Investment Management
Wealth Planning
Estate Planning
Philanthropic Advisory
Emerging Wealth
Highlights and features
- We operate under a fiduciary duty, prioritizing your interests above all else.
- Our team-based approach combines diverse expertise for holistic financial solutions.
- Tailored investment strategies align with your unique goals and risk tolerance.
- Recognized as a top RIA by Forbes/SHOOK, Barrons, and Worth Media Group.
- Transparent fee structure based solely on assets under management, ensuring alignment.
Associations and certifications
- SEC Registered Investment Advisor
Services
Investment Management
Our investment management services focus on global asset allocation tailored to your financial goals. We utilize proprietary research and active portfolio management to balance risk and returns. With access to ETFs, mutual funds, and individual securities, we create diversified strategies that adapt to evolving market conditions while maintaining transparency and discipline.
Wealth Planning
Wealth planning involves understanding your unique circumstances to develop customized savings and investment strategies. Our team addresses tax efficiency, retirement planning, and multi-generational wealth transfer. By integrating estate and philanthropic planning, we ensure your financial roadmap aligns with your values and long-term objectives.
Estate Planning
Estate planning ensures your assets are distributed according to your wishes while minimizing tax liabilities. We collaborate with legal experts to create trusts, wills, and gifting strategies. Our approach emphasizes liquidity planning for estates and preserving wealth for future generations through structured, tax-efficient solutions.
Philanthropic Advisory
Our philanthropic advisory services help clients align charitable goals with financial strategies. We design tax-efficient giving plans using donor-advised funds, private foundations, and impact investing. By integrating philanthropy into overall wealth management, we enable clients to create meaningful legacies while optimizing tax benefits.
Emerging Wealth
Emerging wealth services cater to early-career professionals navigating financial independence. We provide guidance on debt management, retirement accounts, and investment education. Our goal is to empower clients with tools and knowledge to build sustainable wealth, leveraging time as a strategic advantage.
People
Joseph E. Alger
Investment Research Analyst
Joseph E. Alger, CFA, joined Crestwood in 2023, supporting investment research with expertise in mutual funds, ETFs, and stock analysis. He holds a triple degree in finance, economics, and political science from the University of Rhode Island and earned his CFA charter. Josephs analytical rigor enhances portfolio construction and market insights.
Bobby P. Palladino
Director, Portfolio Manager
Bobby P. Palladino, CFA, brings 18 years of wealth management experience to Crestwood. As a Director and Portfolio Manager, he applies systematic strategies to client portfolios. A CFA charterholder with degrees from Lehigh and Vanderbilt, Bobby specializes in fixed income and portfolio optimization, serving clients from his New Canaan, CT office.
Bill N. Swerdlick
Client Advisor
Bill N. Swerdlick, CFP, joined Crestwood in 2025, offering expertise in retirement planning and investment consulting. With 17 years at MFS Investment Management, he focuses on aligning finances with client values. A Quinnipiac University graduate, Bill emphasizes risk management and intergenerational wealth education for Boston-based clients.
Leah R. Sciabarrasi
President/Managing Partner, Wealth Manager
Leah R. Sciabarrasi, CFP, leads Crestwood as President and Managing Partner. With deep expertise in wealth management, she oversees strategic growth and client relationships. Her leadership emphasizes collaborative planning and fiduciary excellence, ensuring clients receive comprehensive solutions tailored to their evolving needs.
Katherine M. Sheehan
Managing Director, Wealth Strategist
Katherine M. Sheehan, J.D., AEP, specializes in advanced wealth planning strategies at Crestwood. She advises on estate tax mitigation, business succession, and QSBS planning. With legal and tax expertise, Katherine provides actionable insights to high-net-worth clients, ensuring their wealth transfer plans align with regulatory frameworks and family goals.
Questions
What services does Crestwood Advisors offer?
We provide investment management, wealth planning, estate planning, philanthropic advisory, and emerging wealth services tailored to high-net-worth individuals and families.
Are you a fiduciary?
Yes, as an SEC-registered investment advisor, we are legally bound to act in your best interest at all times.
How are your fees structured?
Our fees are based on a percentage of assets under management, ensuring alignment with your financial success.
Do you work with clients outside Boston?
Yes, we serve clients nationwide from offices in Boston, Boulder, Darien, and Providence.
What certifications do your advisors hold?
Our team includes CFA charterholders, Certified Financial Planners, and specialists with designations like AEP, CDFA, and CPWA.
How often do you review investment portfolios?
We conduct regular reviews and rebalancing as needed to maintain alignment with your goals and market conditions.
