About Crestone
Crestone Capital Advisors LLC, through its registered affiliates, has over 20 years of experience in providing specialized wealth management services to ultra-high-net-worth clients.
Crestone seeks to deliver clients peace of mind in their financial lives by combining a sophisticated investment platform and a high-touch service model with exceptional security, transparency, and consolidated reporting.
We have built a disciplined investment platform that has enabled our clients to receive compelling risk‐adjusted returns during up cycles and produced distinguished returns during the 2008 downturn.
With nearly a 1:1 client-to-employee ratio — what we call our “client-centric” approach — Crestone maintains a level of personal service that we believe is rarely found in our industry.
Crestone provides a suite of fully-integrated investment management and wealth advisory services, including:
- Investment Strategy and Management
- Estate, Philanthropic and Tax Planning
- Financial and Cash Flow Planning
- Investment Portfolio Reporting
Recognized by Wealth Manager Magazine as one of the top Wealth Management firms for six consecutive years, as well as “Best Companies to Work For” in ColoradoBiz Magazine, Crestone advises on approximately $1 billion in client assets under management.
We are committed to your success and offer an Unconditional Service Guarantee. If at any time in the first year of engagement clients are less than 100% satisfied with our services, we will refund up to 100% of our fee solely at the client's discretion.