Crestmont Private Wealth News

Everyone has a “big picture.” Our job is to help you invest in yours.

At Crestmont Private Wealth, we are passionate about fostering strong and lasting relationships with our clients.

Our mission at Crestmont Private Wealth is to educate individuals and families so they can achieve their financial goals and secure their financial future. We are dedicated to providing personalized and comprehensive financial guidance, tailored to each client's unique circumstances and aspirations. By offering unbiased advice, education, and strategic planning, we aim to build long-lasting relationships based on trust and integrity. Our commitment is to navigate the complex financial landscape, minimize risk, maximize opportunities, and help our clients make informed decisions that align with their values and objectives.

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Crestmont News

The Future of Tax-Planning

Our team has added Holistiplan's tax planning software to its tech tools. Holistiplan is an award-winning tax planning software built to systematize and automate the process of reviewing a client's tax return to find potential planning opportunities. Utilizing Holistiplan will provide Crestmont advisors critical insight into their clients' tax circumstances in order to provide a deeper financial planning experience.

Watch Alec Walker, CFP® demonstrate how it works in the video above.

Join our Team

We're thrilled to announce that our Houston office is growing! We are currently accepting resumes for a Certified Financial Planner.

We offer a competitive salary and benefits but most importantly we offer the opportunity to join a team that is passionate about their clients and what they do. We are a people first, team first culture that always tries to lead with a servant heart as a fiduciary.

Tell Me More

A note from our CEO,

Sam McGee, MBA, CFA

Hello, from Colorado! I must say my family and I are enjoying the cooler temps and escaping the Texas heat! Vacation has given me the time to unwind with my family and also reflect on the first half of the year and man do I feel blessed!

This year has been especially exciting as we have grown our new Boerne office with not one, but two new additions to our team. We have also had a few big promotions within our team that I believe are well-deserving and make me really proud. As you read above, we are also getting ready to grow our Houston office with a new addition. Stay up to date on all our news through Facebook and LinkedIn!

We have enjoyed taking an active part in our communities and are constantly brainstorming ideas of how we can best serve others and look forward to sharing what's next.

As we step into the next half of the year, I challenge you to ask yourself what financial goals do you want to achieve before year-end? Our team would love the opportunity to talk about moves you can make this fall that will set yourself up for success.

With a grateful heart,

Sam McGee

Crestmont Private Wealth Website

Schedule a Meeting with Alec Walker, CFP

Meet our Team

Houston

1 Riverway, Suite 470

Houston, TX 77056

832.280.5288

Boerne

604 S. Main

Boerne, TX 78006

830.368.2898

info@crestmontpw.com

Investment advisory services are offered through Crestmont Private Wealth LLC, a Registered Investment Advisor. Investments through Crestmont Private Wealth LLC are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY.