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 explains the framework Crestmont uses to help clients build wealth through compounding returns — no sales pitch, just honest insight.

Topics covered:

What "long-term investing" actually means

Why Crestmont doesn't try to time the market

Asset liability matching — matching investments to future obligations

Investing in quality businesses that weather market storms

The fiduciary standard and why it matters

How to evaluate and interview a financial advisor

📧 Contact: info@crestmontpw.com

Timeline:

0:00 – Introduction & About Crestmont Private Wealth

0:46 – Overview of today's topic: Investment Philosophy

1:27 – Tenet #1: Long-Term Investors (what "long-term" really means)

2:55 – Asset Liability Matching explained

3:43 – Not market timers — process over prediction

5:37 – Investing in quality businesses (Ukraine-Russia analogy)

7:15 – Compounding returns & why patience matters

8:36 – Building cohesive financial plans & portfolio construction

9:17 – The Fiduciary Standard explained

10:15 – Taxation & implementation considerations

10:35 – How to reach Crestmont & evaluating advisors

12:13 – Closing thoughts: time in the market, not timing the market

Original Air Date: June 20, 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, Sam Magee of Crestmont Private Wealth (Houston &amp; 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 explains the framework Crestmont uses to help clients build wealth through compounding returns &mdash; no sales pitch, just honest insight.
Topics covered:
What "long-term investing" actually means
Why Crestmont doesn't try to time the market
Asset liability matching &mdash; matching investments to future obligations
Investing in quality businesses that weather market storms
The fiduciary standard and why it matters
How to evaluate and interview a financial advisor
📧 Contact: info@crestmontpw.com
Timeline:
0:00 &ndash; Introduction &amp; About Crestmont Private Wealth
0:46 &ndash; Overview of today's topic: Investment Philosophy
1:27 &ndash; Tenet #1: Long-Term Investors (what "long-term" really means)
2:55 &ndash; Asset Liability Matching explained
3:43 &ndash; Not market timers &mdash; process over prediction
5:37 &ndash; Investing in quality businesses (Ukraine-Russia analogy)
7:15 &ndash; Compounding returns &amp; why patience matters
8:36 &ndash; Building cohesive financial plans &amp; portfolio construction
9:17 &ndash; The Fiduciary Standard explained
10:15 &ndash; Taxation &amp; implementation considerations
10:35 &ndash; How to reach Crestmont &amp; evaluating advisors
12:13 &ndash; Closing thoughts: time in the market, not timing the market
Original Air Date: June 20, 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
&nbsp;

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”