Legacy, Impact, Lifestyle

Crestone hosted its 14th Annual Finding Meaning in Money Conference on Thursday, May 5, 2022. Focused on the critical aspects of wealth – family, career, philanthropy, happiness, and wellness – this conference brings together coveted, well-known thought leaders to help clients align personal values with their long-term portfolio strategy. 

This year, Crestone had an incredible speaker lineup. Navyn Salem, Founder and CEO of Edesia Nutrition started the day with a presentation on Global Impact, Philanthropy + Entrepreneurship. Following, Scott Atkinson, Founder and Director of The Surf Conservation Partnership presented alongside Greg Long, Professional Surfer on Environmental Conservation + Lifestyle.  

Maria Konnikova, New York Times Best-Selling Author, Journalist, and Professional Poker Player followed with a presentation on Lessons in Decision Making from Psychology + Poker. The day ended with Morgan Housel, Partner at Collaborative Fund, Former Columnist at The Motley Fool and The Wall Street Journal, and Author who presented on Behavioral Finance + The Psychology of Money.  

Crestone is honored to put on this special conference, bringing together clients and close friends of the firm for what we believe is one of the most unique and exclusive wealth management conferences in the industry.