The Ascent with Crestmont Private Wealth - Sam and Alec 7-25-26

In this episode of The Ascent, Sam McGee sits down with Alec Walker, EVP of Financial Planning and CFP at Crestmont Private Wealth, to discuss multi-generational financial planning. They explore what it means to truly serve families across generations — from setting up accounts for adult children to supporting elderly parents navigating an estate after losing a spouse. Alec and Sam also share real client stories (anonymized), break down Crestmont's unique intergenerational family billing structure, and explain why building a relationship with your advisor now — before a life event happens — is one of the most important financial decisions a family can make. 00:00 – Welcome & Introduction 00:21 – Who is Crestmont's Ideal Client? 01:23 – Core Values: Client, Community & Team 02:47 – Multi-Generational Planning: Real Client Scenarios 04:56 – The Sandwich Generation: Kids, Parents & Everything in Between 06:27 – Going Above & Beyond for Grieving Clients 08:16 – What Wealth Management Really Means at Crestmont 09:36 – Building a Relationship Before You Need It 10:48 – Stewardship, Gifting & Passing on Values 11:54 – Intergenerational Family Billing Explained 13:38 – Strategic Gifting & the Trump Account 14:10 – Wrap-Up & How to Reach Crestmont   🏢 Crestmont Private Wealth 📍 Houston, TX | Boerne, TX (Main Street) 📧 [email protected] Original Air Date: July 25, 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: 830-368-2898See omnystudio.com/listener for privacy information.