Crestone Capital Advisors LLC Announces the Addition of Randi Grassgreen

2009-01-12 20:16:00 -

Crestone Capital Advisors LLC, a leading provider of wealth advisory services to entrepreneurs and their families, is pleased to announce that it has named Randi Grassgreen as its Director of Family Wealth Planning.


Grassgreen brings more than 10 years of experience in the areas of wealth, estate, gift and income tax planning, as well as income tax and business succession planning. At Crestone, Grassgreen will be responsible for client estate planning and management, philanthropy planning and management, asset protection, and income tax reporting processes.


"Randi brings an extensive estate, wealth and financial planning background to Crestone," said Eric Kramer, principal of Crestone Capital Advisors LLC. "Her experience in the wealth planning arena, coupled with her practice as an attorney, makes her a great asset to our clients, and to our firm."


Randi completed her Juris Doctorate degree from the University of Colorado School of Law in 1998; she received both her Masters of Taxation and her Bachelor of Science in Business Administration from the University of North Carolina, Chapel Hill, in 1992.


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 approximately $1 billion of client assets and serves 41 clients, concentrated in Colorado, California and New York.








Crestone Capital Advisors LLC

Lindsay Whitcher, 303-442-4447

Director of Communications