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.

Legacy is more than money. It’s the passing down of values, expressed in how you give your time talent and treasure. C...
04/28/2026

Legacy is more than money. It’s the passing down of values, expressed in how you give your time talent and treasure.

Crestmontpw.com

04/28/2026

Crestmont Private Wealth


Did you know that we're hiring in Boerne?We've grown and now we're looking to add a new team member!We are seeking a hig...
04/17/2026

Did you know that we're hiring in Boerne?

We've grown and now we're looking to add a new team member!

We are seeking a highly detail-oriented and adaptable Operations Assistant to report directly to the Chief Operating Officer. This is a fully in-office role, ideal for someone who thrives in a structured, client-focused environment and is committed to precision and follow-through.

You can find the FULL job posting here:
https://business.boerne.org/jobs/info/financial-services-operations-assistant-in-office-9485?utm_id=97758_v0_s00_e0_tv2_a1demo024ejts6&fbclid=IwY2xjawRPL4tleHRuA2FlbQIxMABicmlkETFDNHBtWU5tZmZKeHBYekpzc3J0YwZhcHBfaWQQMjIyMDM5MTc4ODIwMDg5MgABHiJ6R3drECvTxOmkx8ibL7yzs3bylAlO_z4wObRTILaaM8i4rygQnTXlMjiP_aem_rCelCmt_QpHZH8_6DtRNmg

Today's podcast is a VERY special one!Sam McGee, CFA talks with Kellen Mond about his journey from A&M's All Time Passin...
04/06/2026

Today's podcast is a VERY special one!
Sam McGee, CFA talks with Kellen Mond about his journey from A&M's All Time Passing Leader, to NFL Quarterback, to Artist/Photographer.

Kellen Mond is an American professional football quarterback.
He played college football for the Texas A&M Aggies, where he was a four-year starter and became one of three SEC quarterbacks to record over 9,000 career passing yards (Time Tebow and Dak Prescott) with 1,500 rushing yards. He was selected by the Minnesota Vikings in the third round of the 2021 NFL draft.

Kellen has played professional football for the Minnesota Vikings, Cleveland Browns, Indianapolis Colts, New Orleans Saints and San Antonio Brahmas.
*Football Career Source: Wikipedia

You can find Kellen's artwork here: www.original-visuals.com

Listen to the podcast episode here: www.crestmontpw.com/the-ascent-podcast

Major Landscape Design and Historical Fence District approved improvement coming soon to our Boerne office. Live here. ...
04/01/2026

Major Landscape Design and Historical Fence District approved improvement coming soon to our Boerne office.

Live here. Work here. Invest here.

Did you know that we're hiring in Boerne?We've grown and now we're looking to add a new team member!We are seeking a hig...
03/30/2026

Did you know that we're hiring in Boerne?

We've grown and now we're looking to add a new team member!

We are seeking a highly detail-oriented and adaptable Operations Assistant to report directly to the Chief Operating Officer. This is a fully in-office role, ideal for someone who thrives in a structured, client-focused environment and is committed to precision and follow-through.

You can find the FULL job posting here:
https://business.boerne.org/jobs/info/financial-services-operations-assistant-in-office-9485

This year’s July 4 Flag Run 5K is made possible by our Presenting Sponsor, Crestmont Private Wealth—a Boerne-based, inde...
03/29/2026

This year’s July 4 Flag Run 5K is made possible by our Presenting Sponsor, Crestmont Private Wealth—a Boerne-based, independent wealth advisory firm dedicated to helping individuals and families plan for the future with confidence.

We appreciate your support!

Great visit from the Texas A&M FPSA students. We spent several hours explaining what it's like to work at a boutique Fir...
03/23/2026

Great visit from the Texas A&M FPSA students. We spent several hours explaining what it's like to work at a boutique Firm and the experience of starting their career.

Fantastic group of students!
Looking forward to seeing everyone at RIA&M Day on Friday.

Listen in tomorrow morning at 8:30am on Boerne Radio 103.9fm as Sam talks with his son Samuel about "Investing Outside t...
03/21/2026

Listen in tomorrow morning at 8:30am on Boerne Radio 103.9fm as Sam talks with his son Samuel about "Investing Outside the Portfolio: Quality Time"

Photo credit: Sam and Samuel at a 13,500ft. peak.

We had a 🐶 visitor to our office today. He didn’t work much…. 😂 Meet Boerne “Bernie” the Bernadoodle
03/16/2026

We had a 🐶 visitor to our office today. He didn’t work much…. 😂

Meet Boerne “Bernie” the Bernadoodle

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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