The Diamond Podcast for Financial Advisors: Inside an $8B Boutique Firm’s Evolution

Published on May 7, 2026

Leah Sciabarrasi of Crestwood Advisors shares her perspective on building up the firm, including how her role evolved, how leadership alignment shapes scale, and how sustained growth is achieved without disrupting the client experience.

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The S&P 500 real monthly averages of daily closes reached a its all-time high in January 2026. Let's examine the past to broaden our understanding of the range of historical bull and bear market trends in market performance.