In this episode of The Ascent with Crestmont Private Wealth, Alec Walker (EVP of Financial Planning) recaps the firm's annual advisory board meeting and introduces Project Millionaire — a new initiative to help younger clients build a clear path to their first $1 million in assets. Alec walks through real scenarios using starting balances of $10K and $100K, shows the dramatic impact of consistent monthly contributions, and explains why Trail Builder investment accounts outperform traditional savings. He also covers the latest market conditions, including a strong early earnings season and easing geopolitical tensions.

Topics covered:

Annual advisory board meeting recap

Hiring updates (CFP in Houston, operations role in Boerne)

Survivor's Guide documentation initiative

Introducing Project Millionaire

Trail Builder accounts: investing vs. savings

Real scenarios: reaching $1M from various starting balances

Market update: earnings season & geopolitical outlook

0:00 – Intro & advisory board meeting recap

0:57 – Hiring: CFP opening in Houston

1:11 – Hiring: Operations role in Boerne

1:41 – Survivor's Guide initiative

2:52 – Introducing Project Millionaire

3:47 – Trail Builder accounts: investing vs. savings

5:55 – Project Millionaire goals: specific, measurable, achievable

7:12 – Real numbers: already at $500K or $750K?

8:04 – Scenario: starting from $10K

8:58 – Scenario: $100K starting balance + $500/month

10:10 – Scenario: 13% rate of return

11:41 – Market update: earnings season & geopolitical outlook

12:40 – Closing & contact info

📩 Visit us at crestmontpw.com

Original Air Date: May 16, 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

See omnystudio.com/listener for privacy information.