Alyson Nickse

Alyson Nickse is a Partner and Wealth Manager at Crestwood Advisors, based in Boston, MA. In this role, she oversees holistic wealth management and investment strategy, delivering tailored financial planning and portfolio solutions to high-net-worth individuals, business owners, and families. Alyson is recognized for her strategic guidance on tax landscape shifts and the impact of macroeconomic trends such as Federal Reserve rate hikes, often providing expert commentary in leading industry publications.

Her expertise covers a range of asset classes including equities, fixed income, and alternative investments, with a particular focus on tax-efficient strategies and intergenerational wealth transfer. Alyson has extensive experience advising clients through significant financial transitions, including liquidity events, business sales, and retirement planning.

Alyson holds a BA in Biology & Computer Science from Colby College and professional certifications including CFP®, CDFA®, and AEP®. She previously served as Director, Wealth Manager at Crestwood Advisors prior to becoming Partner, and actively contributes to her community as Co VP Community Relations at Lexington Education Foundation. Alyson’s notable impact includes thought leadership on current market dynamics, regulatory changes, and advanced planning strategies for sophisticated investors.