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CRESTWOOD

Banking built around your ambitions.

Personalized financial strategies, dedicated advisory, and institutional-grade investment management — designed for individuals and families with complex wealth.

FDIC Insured
256-Bit Encrypted
Member SIPC
Portfolio Overview June 2026
$4,287,640 +8.3% YTD
Equities 58%
Fixed Income 27%
Alternatives 15%
Dividend Received
+$12,450.00
Your Advisor
Margaret Chen, CFA
$0B
Assets Under Management
0+
Years Combined Experience
0%
Client Retention Rate
0/7
Dedicated Support

Banking that understands
the nuance of wealth.

Every client relationship begins with listening. We take the time to understand your complete financial picture before crafting solutions that align with your goals.

01

Deposit & Cash Management

Premium checking, savings, and money market accounts with competitive rates. Consolidated cash management across multiple accounts and entities.

  • Premium Money Market — 5.25% APY
  • No minimum balance fees
  • Unlimited domestic wire transfers
Learn more
02

Private Lending Solutions

Custom credit structures including securities-backed lines, residential mortgages up to $30M, and tailored commercial real estate financing.

  • Jumbo mortgages with flexible terms
  • Securities-backed credit lines
  • Aircraft & yacht financing
Learn more
03

Treasury & Foreign Exchange

Institutional-grade FX capabilities, international wire transfers, and multi-currency accounts for clients with global financial needs.

  • Competitive FX rates
  • Multi-currency accounts
  • International payment solutions
Learn more
04

Specialized Banking

Purpose-built solutions for professionals — medical practice financing, law firm capital, tech executive stock option strategies, and 1031 exchanges.

  • Stock option exercise loans
  • Practice & business acquisition
  • 1031 exchange accommodations
Learn more

A disciplined approach to
growing & protecting wealth.

Our investment philosophy combines rigorous research, disciplined risk management, and a long-term perspective. We build portfolios designed to weather market cycles while pursuing your specific objectives.

Investment Management

Custom portfolios across public and private markets, managed by experienced investment professionals.

Financial Planning

Comprehensive planning covering retirement, education, estate transfer, and tax optimization strategies.

Trust & Estate Services

Multigenerational wealth transfer, trust administration, and charitable giving structures.

Tax Advisory

Proactive tax-loss harvesting, entity structuring, and strategies to maximize after-tax returns.

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Our Approach
1
Discovery

Deep understanding of your goals, risk tolerance, time horizon, and complete financial picture.

2
Strategy

Custom investment policy and financial plan built around your specific needs and objectives.

3
Implementation

Disciplined portfolio construction with institutional-quality research and risk management.

4
Ongoing Review

Regular portfolio reviews, rebalancing, and strategy adjustments as your life evolves.

Your complete financial life,
in the palm of your hand.

Our award-winning digital platform gives you real-time visibility into every account, every investment, and every advisor interaction — anytime, anywhere.

9:41
Good morning,
Jonathan
JR
Total Net Worth
$4,287,640
$328,410 (+8.3%) this year
Accounts
Home
Activity
Transfer
More

Bank-Grade Security

Biometric login, real-time fraud monitoring, and end-to-end encryption across every transaction.

Consolidated View

See every account, investment, and liability in one place — including held-away assets at other institutions.

Secure Messaging

Connect with your relationship manager through encrypted in-app messaging, or schedule a video call.

Goal Tracking

Set financial milestones and track your progress with visual dashboards and personalized projections.

A private bank that
earns the name.

Private banking was built on a simple promise: know your client, protect their interests, and deliver results. We believe that promise still matters. At Crestwood, you're not a segment — you're a relationship.

Independence

We have no proprietary products to push. Our advice is always aligned with your interest, not ours.

Accessibility

Your advisor picks up the phone. No call centers, no transfers, no automated menus.

Transparency

Clear fee structures, detailed reporting, and no hidden charges. You always know what you're paying.

Your trust is our foundation
"We measure our success not by assets gathered, but by the confidence our clients have in their financial future."
— Catherine Wells, CEO & Managing Partner

Market commentary & perspectives

View All Insights
Market Outlook June 18, 2026

Q3 2026 Investment Outlook: Navigating Rate Uncertainty

Our CIO shares perspective on portfolio positioning as the Fed signals a potential shift in monetary policy.

Read more
Tax Strategy June 10, 2026

Mid-Year Tax Planning: Five Strategies for High-Income Earners

Actionable strategies to consider before year-end, from Roth conversions to charitable remainder trusts.

Read more
Estate Planning May 28, 2026

The New Estate Tax Landscape: What Families Need to Know

With potential changes to the estate tax exemption, now is the time to review your wealth transfer strategy.

Read more

Ready to experience banking
built around you?

Open your account in minutes. Our streamlined digital onboarding makes it easy to get started with Crestwood Private Bank.