BOULDER, Colo., Oct. 13 /PRNewswire/ -- Crestone Capital Advisors LLC, a leading provider of wealth advisory services to entrepreneurs and their families, is pleased to announce the addition of Oana Bolton as a shareholder of the firm.
"We are pleased to add Oana as a shareholder of the firm," said Doug Bonnette, Principal of Crestone Capital Advisors. "Since joining Crestone in 2001, Oana has been an integral part of our team. Her hard work and dedication to our clients and our associates has been key to her successful leadership at Crestone Capital Advisors."
About Crestone Capital Advisors LLC
Crestone Capital Advisors LLC provides fully integrated investment management and wealth advisory services to a select group of entrepreneurial clients nationwide. Crestone helps clients protect and enhance their wealth, simplify their financial lives, and achieve their evolving personal and financial goals. Crestone's services include investment strategy and management, estate and philanthropic planning, income tax planning and reporting, financial and cash flow planning, and investment portfolio reporting.
Recognized by Wealth Manager Magazine as one of the top investment advisory firms in the country, Crestone currently advises more than $1 billion of client assets and serves 43 clients from around the world.
Media Contact:
Lindsay Whitcher
Crestone Capital Advisors LLC
303-442-4447
lwhitcher@crestonecap.com
SOURCE Crestone Capital Advisors LLC
Crestone Capital Advisors LLC
