• The Ascent With Crestmont Private Wealth

  • By: Sam McGee
  • Podcast

The Ascent With Crestmont Private Wealth

By: Sam McGee
  • Summary

  • Host: Sam McGee, MBA, CFA

    Founder/Owner of Crestmont Private Wealth.

    • 604 S. Main St. Boerne TX 78006
    • (830) 368-2898
    • www.crestmontpw.com
    Show more Show less
Episodes
  • The Ascent with Crestmont Private Wealth - Market Jitters
    Apr 6 2025

    Join Sam McGee, CEO of Crestmont Private Wealth, and Alec Walker, EVP and CFP professional, as they discuss market volatility and investor psychology. They delve into the causes of market jitters, how investors typically react, and what you should and shouldn't do during such times. Learn about the importance of a well-structured financial plan, asset diversification, and the long-term benefits of staying the course despite short-term market fluctuations.

    Visit CrestmontPW.com for more details.

    Host: Sam McGee - MBA, CFA

    Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006

    Air Date: April 5th 2025 as heard on Boerne Radio 103.9FM.

    See omnystudio.com/listener for privacy information.

    Show more Show less
    14 mins
  • The Ascent with Crestmont Private Wealth - Matthew Parra
    Mar 30 2025

    In this episode of The Ascent, hosted by Sam McGee from Crestmont Private Wealth, special guest Matthew Parra from Origin Bank shares his journey from college to becoming a successful portfolio manager. Matthew discusses his upbringing, education at Texas State, and the challenges and rewards of entering the professional world. He offers invaluable advice for college students and young professionals on relaxation, embracing the grind, financial responsibility, the importance of mentorship, and the power of grit.

    Visit CrestmontPW.com for more details.

    Host: Sam McGee - MBA, CFA

    Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006

    Air Date: March 29th 2025 as heard on Boerne Radio 103.9FM.

    See omnystudio.com/listener for privacy information.

    Show more Show less
    13 mins
  • The Ascent with Crestmont Private Wealth - Restricted Stock Units
    Mar 23 2025

    Welcome to The Ascent by Crestmont Private Wealth with Sam McGee, CEO and owner of Crestmont. This episode delves into the niche topic of executive compensation, specifically restricted stock units (RSUs). Sam explains how RSUs are granted, the typical vesting schedules, and the implications for personal wealth and risk management. He also covers key considerations such as tax withholdings, change of control provisions, and the importance of diversification. Learn to navigate the complex world of RSUs and enhance your wealth creation strategy.

    Visit CrestmontPW.com for more details.

    Host: Sam McGee - MBA, CFA

    Contact: 830-368-2898 / www.crestmontpw.com / 604 S. Main St. Boerne TX 78006

    Air Date: March 22nd 2025 as heard on Boerne Radio 103.9FM.

    See omnystudio.com/listener for privacy information.

    Show more Show less
    14 mins

What listeners say about The Ascent With Crestmont Private Wealth

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.