PrimeCrest Wealth Advisors

PrimeCrest Wealth Advisors is a boutique wealth management firm located in Charlestown, Nevis, specializing in personalized financial planning, investment management, and estate planning services for high-net-worth clients. Founded in 2020, the firm caters to individuals, families, and business owners looking to manage and grow their wealth through customized, strategic solutions.

The company was founded by Sarah Ellis, a financial advisor with a strong background in global wealth management and tax planning. PrimeCrest Wealth Advisors provides a full range of services, including investment portfolio management, risk assessment, tax-efficient investment strategies, and philanthropy advisory. The firm is particularly known for its expertise in offshore wealth management, helping clients optimize their financial holdings within the favorable tax environment of Nevis.

With a team of 15 advisors, investment professionals, and estate planners, PrimeCrest Wealth Advisors offers a personalized, hands-on approach to wealth management. The firm works closely with clients to develop customized strategies that protect and grow their assets, whether they are looking to build wealth, preserve it for future generations, or invest in charitable causes.

In 2023, PrimeCrest Wealth Advisors launched its “Global Investor Program,” which offers tailored advice to international clients seeking to invest in Caribbean markets, focusing on real estate, private equity, and renewable energy projects. The firm’s commitment to delivering client-focused, innovative solutions has positioned it as a rising star in the wealth management sector, attracting a growing clientele from across the Caribbean, North America, and Europe.