We help retirees and founders grow wealth, confidently.
PrimeCrest combines tailored wealth planning, tax-efficient strategies and curated investment opportunities — including startup funding — so retirees can grow stable income and founders can find aligned capital.
What can we help you with?
Our thorough approach aligns all areas of wealth management to provide you with a comprehensive plan that seeks to achieve the best overall outcome for your wealth.
Wealth planning
We don’t just aim to grow your wealth—we help protect it with a plan that manages risk, optimizes tax and estate strategies and keeps you aligned with your goals.
Investing
Your portfolio is uniquely designed for you, combining our market insights with a personalized approach that seeks to optimize returns.
Family office services
Preserve, grow and transfer wealth in the most tax-efficient manner possible, coordinated across generations.
Services for nonprofits
Tailored financial solutions to help schools, foundations and cultural institutions advance their missions.
Custody services
We streamline coordination across advisors to give you a clear, unified view of your assets as your master custodian.
Startup funding
We introduce vetted founders to willing investors and structure rounds to align incentives and accelerate growth.
How we work with you
We surround you with a multi-disciplinary team of advisors to craft the right combination of investment, tax planning and wealth transfer strategies to help you grow and protect your wealth. Everyone on your team knows your history, your plans and your needs and is actively working on your behalf to achieve your goals.
- Discovery & goals alignment
- Customized wealth & tax strategy
- Active portfolio management & reporting
- Ongoing coordination and family governance
Client & Partner Testimonials
Real feedback from companies, retirees and investors who benefited from PrimeCrest's guidance and curated opportunities.
Ready to plan your next chapter?
Schedule a complimentary consultation to explore income solutions, tax strategies and startup funding.