Crestmont Private Wealth

Crestmont Private Wealth 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.

This past weekend, Crestmont was proud to sponsor Tug the Truck again this year! It's always such a fun event, and we're...
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.

Last Friday we were proud to sponsor St. Rose of Lima Catholic School’s volleyball tournament! Our very own Alec Walker ...
09/15/2026

Last Friday we were proud to sponsor St. Rose of Lima Catholic School’s volleyball tournament! Our very own Alec Walker even got to join in on the fun and show off his volleyball skills.

In this week’s episode of The Ascent, Sam McGee and Alec Walker share practical tips every future homeowner should know ...
09/14/2026

In this week’s episode of The Ascent, Sam McGee and Alec Walker share practical tips every future homeowner should know before building a home. From planning and preparation to avoiding common mistakes, this conversation is filled with real world insights to help turn your dream home into a reality.

Click here to listen:
www.crestmontpw.com/the-ascent-podcast

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

Today, we pause to remember the lives lost and honor the courage and sacrifice of those who answered the call to help ot...
09/11/2026

Today, we pause to remember the lives lost and honor the courage and sacrifice of those who answered the call to help others.

09/03/2026

Listen to Boerne Radio 103.9FM this Saturday at 8:30am as Sam McGee, CFA, talks to Judge Kirsten Cohoon about Scams and how they are effecting our community.

You can find the replay on our website at www.crestmontpw.com/the-ascent-podcast or wherever you like to listen to podcasts.

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

08/27/2026

Join us on Boerne Radio 103.9FM this Saturday, August 29, to hear our Chief Operating Officer, Hannah Vineyard Perry, share how we put our clients at the center of everything we do.

She discusses how we take the time to understand what matters most to our clients and identify meaningful ways we can add value to their lives.

Join us for The Ascent Podcast tomorrow at 8:30am on Boerne Radio 103.9FM as Sam talks with our C.O.O. Hannah Perry abou...
08/07/2026

Join us for The Ascent Podcast tomorrow at 8:30am on Boerne Radio 103.9FM as Sam talks with our C.O.O. Hannah Perry about her career and what it is like as a working mom in a new town with 2 small children.

They also discuss the importance of choosing the right Custodian for our clients - what the process looked like in selecting a new relationship and what we value as a firm.

We invite you to listen in live, or afterwards wherever you get your podcasts. You can also find the link to our podcasts at www.crestmontpw.com/the-ascent-podcast

If you have any questions about the topic, or if you have ideas for other episodes let us know!

**The Ascent Podcast airs every Saturday at 8:30am on Boerne Radio 103.9fm**

Our Houston team had a great night at Tiny Champions enjoying pizza and pasta, followed by a sweet stop at Jeni’s Ice Cr...
08/06/2026

Our Houston team had a great night at Tiny Champions enjoying pizza and pasta, followed by a sweet stop at Jeni’s Ice Cream for dessert!

It’s always nice to step away from the office, spend time together, and strengthen the relationships that make our team so special.

Listen in tomorrow morning as Sam McGee, CFA, talks with Sisterdale Volunteer Fire Department Chief Brian Reilly about t...
07/10/2026

Listen in tomorrow morning as Sam McGee, CFA, talks with Sisterdale Volunteer Fire Department Chief Brian Reilly about the 2025 flood and what it's like to volunteer.

The episode will air on Boerne Radio 103.9FM at 8:30am. Afterwards you can catch it on our website at www.crestmontpw.com/the-ascent-podcast or wherever you listen to your podcasts.

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

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