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 - 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…
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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
The Ascent - Wes Holland Beware Of Scammers 5-9-26
In this episode of The Ascent with Crestmont Private Wealth, Sam McGee sits down with Wes Holland of H6 Law to discuss the growing threat of cyber scams and wire fraud — and what you can do to protect yourself. From gas station card skimmers to sophisticated real estate wire fraud, Wes shares real-…
16:54
The Ascent - Alec Walker 5-2-26
In this episode of The Ascent with Crestmont Private Wealth, EVP of Financial Planning Alec Walker shares timely insights on navigating market volatility, the importance of staying invested, Q1 earnings results, and key estate planning considerations for 2025. Topics covered: Why selling during a…
13:28
The Ascent with Crestmont Private Wealth - When Estate Planning Goes Wrong 4-25-26
The Ascent – When Estate Planning Goes Wrong Hosted by Sam McGee, Crestmont Private Wealth | Guest: Scott Seidl, Attorney at Keen Miller LLP In this episode, Sam sits down with estate litigation attorney Scott Seidl to discuss what happens when estate planning goes wrong — from contested wills to…
15:14
The Ascent with Crestmont Private Wealth - Dr Justin Lockhart 4-18-26
Sam McGee, CEO of Crestmont Private Wealth, interviews Dr. Justin Lockhart, a licensed therapist and PhD counselor, on the topic of executive and business owner burnout. Dr. Lockhart explains that burnout — defined by disengagement, cynicism, and lack of personal efficacy — affects ~95% of his clie…
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