Sam McGee walks with you in your financial journey that starts at the Trailhead, then the Ascent, and finally the Summit.  Sam focuses on the Summit with not just getting to the top, but how you go down the other side.

Host: Sam McGee, MBA, CFA

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

Air Date:  June 25, 2024 as heard on Boerne Radio 10.39FM

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Episode 105:  Biases

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

Air Date: May 18, 2024 at 12:30pm on Boerne Radio 103.9FM in Boerne, Texas.

 

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This week Sam McGee shares his observations on the history of mortgage rates starting with the late 1970s to today, and how banks respond. 

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

Air Date: May 11, 2024 at 12:30pm on Boerne Radio 103.9FM in Boerne, Texas.

 

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Sam McGee of Crestmont Private Wealth and The Ascent is joined by partner Alec Walker who enjoys the art of fine dining and cooking in the home.  Alec compares that experience with managing your wealth.  Bon appitit!  

Boerne Office - 604 South Main - Boerne, TX 78006 - (830) 368-2898

Houston Office - 1 Riverway, Suite 470 - Houston, TX 77056 - (832) 280-5288

https://crestmontpw.com/

See omnystudio.com/listener for privacy information.

Host:  Sam McGee with Crestmont Private Wealth

The Trailhead

• Early career until mid-40s
• Higher Tolerance for Financial Risk
• Asset accumulation is the primary goal
• Higher debt to net worth
• Over time, there is increased liquidity to help develop an investment and retirement savings strategy
• Provide advice on company benefits
• Plan for major purchases and college savings
• Using an advisor to leverage your time so that you can focus on your personal and professional life.

Boerne Office - 604 South Main - Boerne, TX 78006 - (830) 368-2898

Houston Office - 1 Riverway, Suite 470 - Houston, TX 77056 - (832) 280-5288

https://crestmontpw.com/

See omnystudio.com/listener for privacy information.

Presented by Crestmont Private Wealth

We have the team, tools, and experience to help you build a solid framework to guide you in your journey to your financial and life goals.

www.crestmontpw.com

Host:  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.

https://crestmontpw.com/

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”

 

Boerne Office - 604 South Main - Boerne, TX 78006 - (830) 368-2898

Houston Office - 1 Riverway, Suite 470 - Houston, TX 77056 - (832) 280-5288

See omnystudio.com/listener for privacy information.