Crestmont Private Wealth

Take pride in all you do. At Crestmont we even care about our grass and landscape. Why? It’s a reflection of care in our opinion.

Boerne Peeps- tune in at 1230pm today to hear our friend Lieutenant Toby Vicnair talk about “Life After 🔥Fire”. The general public will appreciate hearing his insights into a two career system as well as the mental health aspects and demands.

This weekend check this out live at 12:30 PM Saturday on Boerne radio

Also, on all major podcasts search for the ascent, Crestmont

This week we interview Jason Mattern with Mattern Fitzgerald on things to do when considering building a home 🏠

🌀. Stay safe!

Happy 4th of July! Independence Day!

Tune in every Saturday at 12:30 pm on Boerne Radio 103.9 Group for “The Ascent”. A lighthearted show this weekend on good life financial tips.

The hot summer nights are here. We wish all families traveling on vacation to have safe adventures and come back safe and sound. 

Filming today 🎥 on “why we exist and our purpose”. It’s to serve you, communities, and each other.

Put your passions in action. Live with purpose, and let us know how we can help you achieve YOUR goals!

Depicted below is CEO Sam McGee, CFA, MBA making the case for a Histroical Tax Designation for our 604 S Main renovation and preservation.

When we landscaped in 2022 we used a design from the local native society and invested in natives that would attract butterflies 🦋. When walking down main check it out.

Today Friday at noon listen to Boerne Radio 103.9FM to hear episode 5 of “The Ascent”.

We talk about the Summit, which is that time period those are near or at retirement. Listen to the end to hear the CEO roast himself about his lawn care. 😂
Entertaining and informative!

If you miss it you can find out replays of all episodes on IHeart Radio! 📻

The Ascent With Crestmont Private Wealth | iHeart Host: Sam McGee, MBA, CFA Founder/Owner of Crestmont Private Wealth. 604 S. Main St. Boerne TX 78006 (830) 368-2898 www.crestmontpw.com

Life is a series of twists and turns just like our financial lives. Consider hiring an advisory firm that has seen and experienced things to help you navigate.

It’s that simple. 📞 we love serving our community and would love to learn more about your goals.

take a look at this career opportunity in downtown Boerne to support our CEO and COO. On our Gusto jobs board and the Greater Boerne Chamber of Commerce careers page!

Client Service and Operations at Crestmont Private Wealth CRESTMONT PRIVATE WEALTH IS A LOCALLY OWNED BUSINESS SERVING 150+ FAMILIES WITH ~250mm IN ASSETS UNDER MANAGEMENT. We take great pride in being a business built for families, as a fiduciary partner to those we serve.

We have a strategic priority to be “employer of choice”. When you have the right people, the right culture, great things can be achieved together. Enjoy your paid month off in 2024. Earned not given.

Congratulations Alec Walker, CFP!!!

This Pink Mustang Has a Story as Distinctive as Its Paint Job Sam McGee brought his grandmother’s rare 1968 Ford Mustang back into his family after a two-decade quest.

How to Beat Election Year Biases How to Beat Election Year Biases Making Your Portfolio Work Regardless of Who’s In the White House

Subscribe and hear episode 3 below! 👇🏼

The Ascent With Sam McGee | iHeart