Who Are We?

Crestone Capital, LLC is based in Boulder, Colorado, with offices in Denver and San Francisco. Crestone is a leading multi-family office for ultra-high-net-worth entrepreneurs and executives. Crestone provides fully integrated investment management and wealth advisory services to a select group of nationwide clients. We help our clients protect and enhance their wealth, simplify their financial lives, and achieve their evolving personal and financial goals. Our services include global investment access, strategy, and management; estate and philanthropic planning; income tax planning and reporting; financial and cash flow planning; personal financial statement maintenance; and investment portfolio reporting. Crestone currently advises on approximately $2.5 billion of client assets and serves 139 clients. Crestone has been recognized by Outside Magazine as One of America's Best Places to Work.