In this episode of The Ascent, Sam McGee sits down with Alec Walker, EVP of Financial Planning and CFP at Crestmont Private Wealth, to discuss multi-generational financial planning. They explore what it means to truly serve families across generations — from setting up accounts for adult children to supporting elderly parents navigating an estate after losing a spouse. Alec and Sam also share real client stories (anonymized), break down Crestmont's unique intergenerational family billing structure, and explain why building a relationship with your advisor now — before a life event happens — is one of the most important financial decisions a family can make.

00:00 – Welcome & Introduction

00:21 – Who is Crestmont's Ideal Client?

01:23 – Core Values: Client, Community & Team

02:47 – Multi-Generational Planning: Real Client Scenarios

04:56 – The Sandwich Generation: Kids, Parents & Everything in Between

06:27 – Going Above & Beyond for Grieving Clients

08:16 – What Wealth Management Really Means at Crestmont

09:36 – Building a Relationship Before You Need It

10:48 – Stewardship, Gifting & Passing on Values

11:54 – Intergenerational Family Billing Explained

13:38 – Strategic Gifting & the Trump Account

14:10 – Wrap-Up & How to Reach Crestmont

 

🏢 Crestmont Private Wealth

📍 Houston, TX | Boerne, TX (Main Street)

📧 info@crestmontpw.com

Original Air Date: July 25, 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 McGee sits down with Alec Walker, EVP of Financial Planning and CFP at Crestmont Private Wealth, to discuss multi-generational financial planning. They explore what it means to truly serve families across generations &mdash; from setting up accounts for adult children to supporting elderly parents navigating an estate after losing a spouse. Alec and Sam also share real client stories (anonymized), break down Crestmont's unique intergenerational family billing structure, and explain why building a relationship with your advisor now &mdash; before a life event happens &mdash; is one of the most important financial decisions a family can make.
00:00 &ndash; Welcome &amp; Introduction
00:21 &ndash; Who is Crestmont's Ideal Client?
01:23 &ndash; Core Values: Client, Community &amp; Team
02:47 &ndash; Multi-Generational Planning: Real Client Scenarios
04:56 &ndash; The Sandwich Generation: Kids, Parents &amp; Everything in Between
06:27 &ndash; Going Above &amp; Beyond for Grieving Clients
08:16 &ndash; What Wealth Management Really Means at Crestmont
09:36 &ndash; Building a Relationship Before You Need It
10:48 &ndash; Stewardship, Gifting &amp; Passing on Values
11:54 &ndash; Intergenerational Family Billing Explained
13:38 &ndash; Strategic Gifting &amp; the Trump Account
14:10 &ndash; Wrap-Up &amp; How to Reach Crestmont
&nbsp;
🏢 Crestmont Private Wealth
📍 Houston, TX | Boerne, TX (Main Street)
📧 <a href="mailto:info@crestmontpw.com">info@crestmontpw.com</a>
Original Air Date: July 25, 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”