Aaron M. Beltrami

Partner

CFP®

LinkedIn Website

Crestwood Advisors1 Liberty Square Suite 500, Boston, MA 02109

Broker Affiliation: None/NA

Our 7 Steps to Financial Planning

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Summarized from the CFP® Board's Practice Standards. cfp.net

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.

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Financial Planner Certifications

Designations & Certifications

CFP®

Compensation

This planner self-certifies that the information in this profile is accurate. Consumers should independently verify the planner’s credentials, registration, and background through CFP Board, the SEC, and FINRA BrokerCheck.

Compensation Methods

Fee Only

Fee-only means a CFP® professional may describe his or her practice as "fee-only" if, and only if, all the planner's compensation from all client work comes exclusively from clients in the form of fixed, flat, hourly, percentage, or performance-based fees.

Assets Under Management (AUM): Fee for ongoing active management of your portfolio, upon which a percentage of assets is assessed. Refer to the planner's Form ADV for details.

Minimums

Household Income Minimum

Investable Asset Minimum

$1,000,000