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 through real scenarios using starting balances of $10K and $100K, shows the dramatic impact of consistent monthly contributions, and explains why Trail Builder investment accounts outperform traditional savings. He also covers the latest market conditions, including a strong early earnings season and easing geopolitical tensions.

Topics covered:

Annual advisory board meeting recap

Hiring updates (CFP in Houston, operations role in Boerne)

Survivor's Guide documentation initiative

Introducing Project Millionaire

Trail Builder accounts: investing vs. savings

Real scenarios: reaching $1M from various starting balances

Market update: earnings season & geopolitical outlook

0:00 – Intro & advisory board meeting recap

0:57 – Hiring: CFP opening in Houston

1:11 – Hiring: Operations role in Boerne

1:41 – Survivor's Guide initiative

2:52 – Introducing Project Millionaire

3:47 – Trail Builder accounts: investing vs. savings

5:55 – Project Millionaire goals: specific, measurable, achievable

7:12 – Real numbers: already at $500K or $750K?

8:04 – Scenario: starting from $10K

8:58 – Scenario: $100K starting balance + $500/month

10:10 – Scenario: 13% rate of return

11:41 – Market update: earnings season & geopolitical outlook

12:40 – Closing & contact info

📩 Visit us at crestmontpw.com

Original Air Date: May 16, 2026 at 8:30am as heard on Boerne Radio 103.9FM

Contact:  www.crestmontpw.com 

Alec Walker in Houston:  831-280-5288 

Sam McGee in Boerne: 830-368-2898

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 &mdash; a new initiative to help younger clients build a clear path to their first $1 million in assets. Alec walks through real scenarios using starting balances of $10K and $100K, shows the dramatic impact of consistent monthly contributions, and explains why Trail Builder investment accounts outperform traditional savings. He also covers the latest market conditions, including a strong early earnings season and easing geopolitical tensions.
Topics covered:
Annual advisory board meeting recap
Hiring updates (CFP in Houston, operations role in Boerne)
Survivor's Guide documentation initiative
Introducing Project Millionaire
Trail Builder accounts: investing vs. savings
Real scenarios: reaching $1M from various starting balances
Market update: earnings season &amp; geopolitical outlook
0:00 &ndash; Intro &amp; advisory board meeting recap
0:57 &ndash; Hiring: CFP opening in Houston
1:11 &ndash; Hiring: Operations role in Boerne
1:41 &ndash; Survivor's Guide initiative
2:52 &ndash; Introducing Project Millionaire
3:47 &ndash; Trail Builder accounts: investing vs. savings
5:55 &ndash; Project Millionaire goals: specific, measurable, achievable
7:12 &ndash; Real numbers: already at $500K or $750K?
8:04 &ndash; Scenario: starting from $10K
8:58 &ndash; Scenario: $100K starting balance + $500/month
10:10 &ndash; Scenario: 13% rate of return
11:41 &ndash; Market update: earnings season &amp; geopolitical outlook
12:40 &ndash; Closing &amp; contact info
📩 Visit us at crestmontpw.com
Original Air Date: May 16, 2026 at 8:30am as heard on Boerne Radio 103.9FM
Contact:&nbsp; <a href="https://www.crestmontpw.com">www.crestmontpw.com</a>&nbsp;
Alec Walker in Houston:&nbsp; 831-280-5288&nbsp;
Sam McGee in Boerne: 830-368-2898

Host:  Sam McGee, MBA, CFA

Founder/Owner of Crestmont Private Wealth.
604 S. Main St. Boerne TX 78006
(830) 368-2898
www.crestmontpw.com

Host:  Sam McGee, MBA, CFA
Founder/Owner of Crestmont Private Wealth.
<ul>
<li><a href="https://www.google.com/maps?q=604%20S.%20Main%20St.,%20Boerne,%20TX,%2078006">604 S. Main St. Boerne TX 78006</a></li>
<li><a href="tel:8303682898">(830) 368-2898</a></li>
<li><a href="http://crestmontpw.com/">www.crestmontpw.com</a></li>
</ul>

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 servant heart. His day-to-day role with Crestmont is to lead and learn from a group of talented professionals who have high character qualities and initiative. His vision is to steer a mission led company that changes lives through financial stewardship, engagement with clients, and fiduciary style education.

Sam has 26 years in the financial industry and is a Chartered Financial Analyst. The CFA Program is a rigorous three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, wealth planning, with an emphasis on ethics and quantitative analysis.

Sam is passionate about volunteering his time to the community. He founded the Texas Hill Country Mustang Club (501c7), is a board member for Hill Country Family Services, was appointed by the Texas Governor to the Texas Board of Professional Geoscientists, is a volunteer firefighter with the Boerne Fire Department, a trained SkyWarn Weather Spotter, and a Boerne Little League head coach, and involved with many charitable causes.

When asked what is most important to him, he said “Faith, Family, Community, & Friendships”

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 &amp; 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 servant heart. His day-to-day role with Crestmont is to lead and learn from a group of talented professionals who have high character qualities and initiative. His vision is to steer a mission led company that changes lives through financial stewardship, engagement with clients, and fiduciary style education.
Sam has 26 years in the financial industry and is a Chartered Financial Analyst. The CFA Program is a rigorous three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, wealth planning, with an emphasis on ethics and quantitative analysis.
Sam is passionate about volunteering his time to the community. He founded the Texas Hill Country Mustang Club (501c7), is a board member for Hill Country Family Services, was appointed by the Texas Governor to the Texas Board of Professional Geoscientists, is a volunteer firefighter with the Boerne Fire Department, a trained SkyWarn Weather Spotter, and a Boerne Little League head coach, and involved with many charitable causes.
When asked what is most important to him, he said “Faith, Family, Community, &amp; Friendships”