The Ascent With Crestmont Private Wealth
The Ascent With Crestmont Private Wealth
The Ascent with Crestmont Private Wealth Host: Sam McGee Houston Office: I Riverway, Suite 470 Houston, Texas 77056 (832) 280-5288 Boerne Office: 604 South Main Boerne, Texas 78006 Office (830) 368-2898 About Sam McGee CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER Sam McGee is the founder and owner of Crestmont Private Wealth. As CEO, he believes that to lead well you must have a ser…
The Ascent with Crestmont Private Wealth - Savings For Children 7/18/26
In this episode of The Ascent with Crestmont Private Wealth, Alec Walker (EVP of Financial Planning) covers everything parents and grandparents need to know about saving for children — including the newly formalized Trump Accounts — plus a Q2 market recap and what to watch in the second half of 202…
14:08
The Ascent With Crestmont Private Wealth - Brian Reilly, Chief Of Sisterdale VFD 7-11-26
Sam McGee (Crestmont Private Wealth) sits down with Brian Reilly, Chief of the Sisterdale Volunteer Fire Department. Brian shares his journey from zero fire experience to leading a department that grew from 8 to 33 members. The conversation centers on the July 4, 2025 Hill Country floods, volunteer…
16:44
The Ascent with Crestmont Private Wealth July 4 Show 7-4-26
Sam McGee of Crestmont Private Wealth opens with a moment of reflection on last year's 4th of July flooding near Center Point and Hunt, then pivots to celebrate America's 250th birthday. The main segment uses a brisket-cooking analogy — drawn from a concept originally shared by Alec Walker — to ill…
13:38
The Ascent with Crestmont Private Wealth - World Cup with Alec Walker 6-27-26
The Ascent with Crestmont Private Wealth — World Cup & Global Diversification Host: Alec Walker, EVP of Financial Planning | ~13:36 Summary: Alec uses the World Cup — being hosted in Houston — as a jumping-off point to discuss global investment diversification. He covers how US markets represent…
14:05
The Ascent with Crestmont Private Wealth - Investment Philosophy 6-20-26
In this episode of The Ascent, Sam Magee of Crestmont Private Wealth (Houston & Boerne, TX) breaks down the investment philosophy that guides every client relationship at the firm. From long-term investing and avoiding market timing, to asset liability matching and fiduciary responsibility, Sam exp…
12:40
The Ascent with Crestmont Private Wealth - Alec Walker 6-13-26
Alec Walker covers three main topics: Portfolio Rebalance — Crestmont recently completed a rebalance of their 7 core globally diversified portfolios (conservative to ultra-aggressive, primarily low-cost ETFs). He explains their policy → strategy → tactics framework: Policy: Threshold-based …
14:25
The Ascent - Rebecca Pitre 6-6-26
Sam McGee sits down with Crestmont team member Rebecca Petre to celebrate her one-year anniversary with the firm. They discuss what it's really like to transition from Texas A&M into the financial planning workforce, lessons learned on client communication, the new Charles Schwab–funded RIA program…
12:54
The Ascent - Alec Walker Summer 2026 5-30-26
Host Alec Walker, EVP of Financial Planning at Crestmont Private Wealth, opens with some personal notes about summer plans before covering two main topics: a brief market update and a deep dive into performance reporting. Market Update: Long-term US Treasury rates have risen to 5%, pushing inflati…
13:54
The Ascent - Wes Holland 2 5-23-26
The Ascent — hosted by Sam McGee of Crestmont Private Wealth — features attorney Wes Holland of H6 Law discussing business succession planning. The conversation highlights why a standard will is not enough for business owners and what steps they can take to protect their companies. Key takeaways: …
12:31
The Ascent - Alec Walker 5-16-26
In this episode of The Ascent with Crestmont Private Wealth, Alec Walker (EVP of Financial Planning) recaps the firm's annual advisory board meeting and introduces Project Millionaire — a new initiative to help younger clients build a clear path to their first $1 million in assets. Alec walks throu…
13:19