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”

The Ascent with Crestmont Private Wealth - Sam and Alec  7-25-26

In this episode of The Ascent features Sam McGee interviewing Hannah Perry, COO and equity partner at Crestmont Private Wealth, about the behind-the-scenes operations that support client service. Hannah explains her role overseeing trading, billing, onboarding, and internal operations, using the "pit crew" analogy to describe how her team executes on financial plans set by advisors. She details the digital workflow that has replaced paper applications, how the firm handles mistakes and process improvement, and the extensive checks involved in servicing multi-generational family accounts — including beneficiary reviews and required minimum distribution (RMD) audits with multiple safeguards. The conversation closes on relationship-building from an operations perspective, client communication preferences, and Crestmont's focus on financial literacy and personalized service for high-net-worth families.

 

Timeline

Time     Topic

0:00     Intro & welcome back Hannah Perry

1:02     Hannah's role as COO at Crestmont

2:11     The "pit crew" analogy for operations

3:19     How the team executes advisor decisions

4:15     Evolution from paper to digital workflows

5:24     Handling and learning from mistakes

6:19     Servicing multi-generational family accounts

6:57     Beneficiary reviews & touch points

8:11     Required minimum distributions (RMDs) deep dive

9:46     10 years of relationships & client trust

10:35  Building relationships from an operations seat

11:56  Client communication preferences

13:10  Financial literacy & who Crestmont serves

14:11  Closing & contact info

In this episode of The Ascent features Sam McGee interviewing Hannah Perry, COO and equity partner at Crestmont Private Wealth, about the behind-the-scenes operations that support client service. Hannah explains her role overseeing trading, billing, onboarding, and internal operations, using the "pit crew" analogy to describe how her team executes on financial plans set by advisors. She details the digital workflow that has replaced paper applications, how the firm handles mistakes and process improvement, and the extensive checks involved in servicing multi-generational family accounts &mdash; including beneficiary reviews and required minimum distribution (RMD) audits with multiple safeguards. The conversation closes on relationship-building from an operations perspective, client communication preferences, and Crestmont's focus on financial literacy and personalized service for high-net-worth families.
&nbsp;
Timeline
Time&nbsp;&nbsp;&nbsp;&nbsp; Topic
0:00&nbsp;&nbsp;&nbsp;&nbsp; Intro &amp; welcome back Hannah Perry
1:02&nbsp;&nbsp;&nbsp;&nbsp; Hannah's role as COO at Crestmont
2:11&nbsp;&nbsp;&nbsp;&nbsp; The "pit crew" analogy for operations
3:19&nbsp;&nbsp;&nbsp;&nbsp; How the team executes advisor decisions
4:15&nbsp;&nbsp;&nbsp;&nbsp; Evolution from paper to digital workflows
5:24&nbsp;&nbsp;&nbsp;&nbsp; Handling and learning from mistakes
6:19&nbsp;&nbsp;&nbsp;&nbsp; Servicing multi-generational family accounts
6:57&nbsp;&nbsp;&nbsp;&nbsp; Beneficiary reviews &amp; touch points
8:11&nbsp;&nbsp;&nbsp;&nbsp; Required minimum distributions (RMDs) deep dive
9:46&nbsp;&nbsp;&nbsp;&nbsp; 10 years of relationships &amp; client trust
10:35&nbsp; Building relationships from an operations seat
11:56&nbsp; Client communication preferences
13:10&nbsp; Financial literacy &amp; who Crestmont serves
14:11&nbsp; Closing &amp; contact info

The Ascent with Crestmont Private Wealth - Hannah Perry 8-29-26

Sam McGee of Crestmont Private Wealth discusses the dangers of holding concentrated stock positions, drawing an analogy between driving a car (control bias) and holding onto a single stock despite market risk. He cites collapsed companies (Enron, Lehman Brothers, WorldCom, etc.), explains how a small number of mega-cap stocks drive S&P 500 performance, and shares his own personal experience losing money on Washington Mutual stock. He closes with a call to action: diversify, get tax-sensitive planning, and reach out to Crestmont Private Wealth for a confidential consultation.

 

0:00     Intro: Concentrated stock positions

0:11     Why this topic matters to Sam

1:35     Control bias explained (driving analogy)

3:49     Stock market as a "super highway"

6:41     Back to concentrated positions: career stories

8:53     Golden handcuffs near retirement

10:57  Sam's own Washington Mutual mistake

12:05  Advice: diversify and get a plan

12:42  Closing / call to action

Original Air Date: August 22, 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

Sam McGee of Crestmont Private Wealth discusses the dangers of holding concentrated stock positions, drawing an analogy between driving a car (control bias) and holding onto a single stock despite market risk. He cites collapsed companies (Enron, Lehman Brothers, WorldCom, etc.), explains how a small number of mega-cap stocks drive S&amp;P 500 performance, and shares his own personal experience losing money on Washington Mutual stock. He closes with a call to action: diversify, get tax-sensitive planning, and reach out to Crestmont Private Wealth for a confidential consultation.
&nbsp;
0:00&nbsp;&nbsp;&nbsp;&nbsp; Intro: Concentrated stock positions
0:11&nbsp;&nbsp;&nbsp;&nbsp; Why this topic matters to Sam
1:35&nbsp;&nbsp;&nbsp;&nbsp; Control bias explained (driving analogy)
3:49&nbsp;&nbsp;&nbsp;&nbsp; Stock market as a "super highway"
6:41&nbsp;&nbsp;&nbsp;&nbsp; Back to concentrated positions: career stories
8:53&nbsp;&nbsp;&nbsp;&nbsp; Golden handcuffs near retirement
10:57&nbsp; Sam's own Washington Mutual mistake
12:05&nbsp; Advice: diversify and get a plan
12:42&nbsp; Closing / call to action
Original Air Date: August 22, 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

The Ascent with Crestmont Private Wealth - Concentrated Stock Positions  8-22-26

This is a podcast episode of The Ascent with Crestmont Private Wealth, hosted by Sam McGee alongside Baron Wiley, featuring guest Agnes Damp, a Texas A&M senior and summer intern at Crestmont Private Wealth. After casual opening banter, the conversation covers Agnes's background: a discipleship program in Panama City Beach, her leadership as sorority president at Kappa Delta, her academic path into finance, and her Charles Schwab internship experience touring multiple RIA firms. The back half focuses on her two-week internship at Crestmont, what she learned about financial planning and client work, and closes with praise for her character and a teaser that she may get a job offer.

 

0:00 — Intro/disclaimer (Alec Walker)

0:22 — Sam McGee & Baron Wiley banter, intro Agnes

1:25 — How Agnes and Sam met via Texas A&M

2:55 — Agnes's summer: Kaleo discipleship program in Panama City Beach

4:21 — Sorority (Kappa Delta) leadership journey, becoming president

6:10 — Academic path into finance at Mays Business School

6:54 — Landing the Charles Schwab internship

8:09 — Life on Schwab's Dallas campus, RIA team rotations

9:54 — Comparing firm cultures across visits

11:28 — Transition to her Crestmont Private Wealth internship

13:02 — What she learned at Crestmont (e-money, 529 plans)

14:09 — Closing praise and reflections on her character

14:53 — Sign-off and teaser about a possible job offer

This is a podcast episode of The Ascent with Crestmont Private Wealth, hosted by Sam McGee alongside Baron Wiley, featuring guest Agnes Damp, a Texas A&amp;M senior and summer intern at Crestmont Private Wealth. After casual opening banter, the conversation covers Agnes's background: a discipleship program in Panama City Beach, her leadership as sorority president at Kappa Delta, her academic path into finance, and her Charles Schwab internship experience touring multiple RIA firms. The back half focuses on her two-week internship at Crestmont, what she learned about financial planning and client work, and closes with praise for her character and a teaser that she may get a job offer.
&nbsp;
0:00 &mdash; Intro/disclaimer (Alec Walker)
0:22 &mdash; Sam McGee &amp; Baron Wiley banter, intro Agnes
1:25 &mdash; How Agnes and Sam met via Texas A&amp;M
2:55 &mdash; Agnes's summer: Kaleo discipleship program in Panama City Beach
4:21 &mdash; Sorority (Kappa Delta) leadership journey, becoming president
6:10 &mdash; Academic path into finance at Mays Business School
6:54 &mdash; Landing the Charles Schwab internship
8:09 &mdash; Life on Schwab's Dallas campus, RIA team rotations
9:54 &mdash; Comparing firm cultures across visits
11:28 &mdash; Transition to her Crestmont Private Wealth internship
13:02 &mdash; What she learned at Crestmont (e-money, 529 plans)
14:09 &mdash; Closing praise and reflections on her character
14:53 &mdash; Sign-off and teaser about a possible job offer

The Ascent with Crestmont Private Wealth - Sam and Alec 7-25-26

The Ascent With Crestmont Private Wealth

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