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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Crestmont Private Wealth

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United States
Boerne, TX
Crestmont Private Wealth

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Independent fiduciary with proactive financial planning and asset management tailored to your unique needs.

We cater to those on the "Trailhead", "Ascent" and the "Summit" in their financial journey. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. 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.

11/02/2026

This past weekend, Crestmont was proud to sponsor Back the Badge 5K supporting the Boerne Police Foundation.

Being part of the Boerne community means a great deal to us, and we're always grateful for opportunities to support the people and organizations that make it such a special place.

10/30/2026

Tune in tomorrow morning at 8:30am on Boerne Radio 103.9FM to hear Sam McGee shift gears to one of his favorite topics, classic cars!

From the joy and nostalgia of owning a classic to the practical side of incorporating these vehicles into a financial plan, Sam shares why a hobby you love can still have a place in your bigger financial picture. And for Sam, there's nothing like firing up his 1965 Mustang and hitting the road!

Investment advisory services are offered through Crestmont Private Wealth, a registered investment adviser.

10/30/2026

Another great Schwab IMPACT conference in the books! Sam McGee, Alec Walker, and Hannah Perry had the opportunity to attend this year’s conference in Boston and had a great time connecting, learning, and taking in the experience.

Thank you to Schwab for putting on another great event and for the opportunity to bring fresh ideas and insights back. Looking forward to next year!

10/23/2026

Tune in tomorrow morning on Boerne Radio 103.9FM to hear Sam McGee and Alec Walker share the five characteristics that define their ideal client. Going beyond the numbers, they discuss the importance of shared values, and building meaningful, long-term relationships.

Investment advisory services are offered through Crestmont Private Wealth, a registered investment adviser.

10/16/2026

Tune in at 8:30am tomorrow morning on Boerne Radio 103.9FM to hear Alec Walker and Cade Seymour break down Roth conversions, what they are, and why they can be an important consideration when planning for retirement and future taxes!

Investment advisory services are offered through Crestmont Private Wealth, a registered investment adviser.

10/07/2026

We’re excited to welcome Cade Seymour, CFP® to the Crestmont Private Wealth team as our newest Associate Wealth Advisor!

Cade brings a passion for helping clients and advisors through comprehensive financial planning, investment management, and ongoing client service. He will work closely with the advisory team to help clients stay on track toward their financial goals while providing proactive support and guidance throughout the planning process.

We are thrilled to have Cade on board and look forward to the impact he will make!

Please join us in welcoming Cade!🎉

10/02/2026

In this week's episode, Sam McGee and Alec Walker dive deep into navigating today's shifting market cycles.

While the S&P 500 is up year-to-date, headline news has been dominated by 10-year Treasury yields climbing. But while financial media often focuses on fear and short-term noise, there is significant opportunity for disciplines savers and investors.

Click Here to Listen: https://conta.cc/4gNA9Jme

09/25/2026

Tune in to Boerne Radio 103.9FM this Saturday at 8:30am as Sam McGee wraps up the Dream Home series as he summarizes key factors to building your dream home.

Investment advisory services are offered through Crestmont Private Wealth LLC, a Registered Investment Advisor.

09/18/2026

Tune in tomorrow morning on Boerne Radio 103.9FM to hear Sam McGee and Alec Walker continue their dream home series by diving into the financial side of building a custom home.

This episode discusses construction loans, budgeting for unexpected costs, managing cash flow during the build, and how to make smart financing decisions that align with your long term goals.

Investment advisory services are offered through Crestmont Private Wealth, a registered investment adviser.

09/17/2026

This past weekend, Crestmont was proud to sponsor Tug the Truck again this year! It's always such a fun event, and we're grateful for the opportunity to come together and give back to our community.

Address

604 South Main Street
Boerne, TX
78006

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

https://crestmontpw.com/

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