In this episode of The Ascent, Sam McGee from Crestmont Private Wealth shares his personal experiences and professional advice on college visits and preparing your child for college. From the evolving college application process to practical tips on campus tours, housing, financial planning, and essential legal documents, Sam provides valuable insights for parents and students navigating the journey to higher education.

00:00 – Introduction & About Crestmont Private Wealth
00:49 – The Changing College Application Process
01:43 – The Fun and Importance of College Visits
02:29 – Housing Deadlines and Application Tips
03:41 – The College Tour Experience: Then vs. Now
04:21 – When to Start College Tours (Junior Year Advice)
05:10 – Exploring Different Types of Schools (Community, Technical, etc.)
07:00 – Essential Legal Documents: HIPAA Authorization & Medical Power of Attorney
09:41 – Financial Planning: Local Banking & Credit Cards for Students
10:39 – In-State vs. Out-of-State Tuition & Financial Aid Opportunities
11:51 – Letting Go: Encouraging Student Independence on Tours
12:22 – Final Advice: Make College Tours a Family Experience
13:08 – Closing Remarks & Contact Information

In this episode of The Ascent, Sam McGee from Crestmont Private Wealth shares his personal experiences and professional advice on college visits and preparing your child for college. From the evolving college application process to practical tips on campus tours, housing, financial planning, and essential legal documents, Sam provides valuable insights for parents and students navigating the journey to higher education.
00:00 &ndash; Introduction &amp; About Crestmont Private Wealth 00:49 &ndash; The Changing College Application Process 01:43 &ndash; The Fun and Importance of College Visits 02:29 &ndash; Housing Deadlines and Application Tips 03:41 &ndash; The College Tour Experience: Then vs. Now 04:21 &ndash; When to Start College Tours (Junior Year Advice) 05:10 &ndash; Exploring Different Types of Schools (Community, Technical, etc.) 07:00 &ndash; Essential Legal Documents: HIPAA Authorization &amp; Medical Power of Attorney 09:41 &ndash; Financial Planning: Local Banking &amp; Credit Cards for Students 10:39 &ndash; In-State vs. Out-of-State Tuition &amp; Financial Aid Opportunities 11:51 &ndash; Letting Go: Encouraging Student Independence on Tours 12:22 &ndash; Final Advice: Make College Tours a Family Experience 13:08 &ndash; Closing Remarks &amp; Contact Information

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”

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