Company News
April 28, 2011, more than 60 Crestone clients and their family members gathered at the Ritz Carlton Hotel in Denver for Crestone’s annual “Finding Meaning in Money” conference.
The 2011 conference was designed to provide Crestone clients unprecedented access to leading experts in a small group setting, with unique insights into the “qualitative ” side of wealth management—estate planning, family governance, career plans and philanthropy.
CNBC.com interviewed Crestone’s Director of Family Wealth Planning, Randi Grassgreen, for a feature article on prenuptial agreements for high-net worth individuals. Randi was quoted alongside Dr. Lee Hausner, a former Crestone Finding Meaning in Money conference speaker and fellow expert on family governance issues.
AdvisorOne.com, Investment Advisory Group’s online resource for financial advisors, interviewed Eric Kramer, Founder and Managing Partner of Crestone Capital Advisors LLC in a feature article, "Billion-Dollar Service, Crestone Capital Serves the Ultra-High Net Worth with a Keen eye for Service."
Crestone Capital Advisors was named a Best Small Company on ColoradoBiz Magazine's 2010 Best Companies to Work for in Colorado.
Crestone Capital Advisors LLC is featured in the Boulder County Business Report with an article titled, "Crestone Invests Client Wealth Outside Traditional Markets."
Wealth Manager magazine - "Creating the Legacy: Divining Intent," by James Picerno quotes Crestone Capital Advisors LLC Principal and Wealth Management Advisor Eric Kramer on the importance of really understanding your clients and their goals when it comes to successful wealth management.
"Weathering the Wall Street Roller Coaster, What Financial Advisors are Telling Their Clients" by Nora Caley in Colorado Biz magazine quotes Michael Sherman, a Principal and Owner of the firm Crestone Capital Advisors LLC in Boulder, Colorado.