Crestmont Private Wealth LLC

Alec Walker is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Crestmont Private Wealth LLC since 2019. Prior to joining Crestmont, he worked at Avondale Wealth Management LLC for five years. He is also licensed as an insurance agent, providing sales and service of general lines. Crestmont Private Wealth LLC offers discretionary and non-discretionary investment management, financial planning, and retirement services to individuals, high-net-worth families, trusts, retirement plans, and charitable organizations. The firm’s investment approach combines strategic asset allocation with tactical adjustments, focusing on value-oriented portfolios that include fixed income, mutual funds, ETFs, and cash positions.

Hannah Perry is a financial advisor at Crestmont Private Wealth LLC with seven years of industry experience. She holds the Series 65 designation and has worked at multiple firms including Denham and Lillich Wealth Management and Avondale Wealth Management before joining Crestmont Private Wealth in 2019. Crestmont Private Wealth LLC provides investment management, financial planning, and retirement services to individuals, families, estates, trusts, and institutional clients. The firm employs a value-oriented investment approach with strategic asset allocation and tactical adjustments, managing a diverse mix of fixed-income securities, mutual funds, ETFs, and cash based on market conditions.

Samuel McGee is a CFA® charterholder with 21 years of industry experience. He has been with Crestmont Private Wealth LLC since 2019, following prior roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Avondale Wealth Management, LLC. Outside of his advisory work, McGee serves on multiple nonprofit and community boards, including the Texas Board of Professional Geoscientists and Hill Country Family Services, and is active in organizations such as the Texas Hill Country Mustang Club and local political and athletic booster groups. Crestmont Private Wealth LLC provides discretionary and non-discretionary investment management, financial planning, and retirement services to individuals, families, estates, trusts, corporations, and charitable foundations. The firm emphasizes strategic asset allocation with tactical adjustments and a value-oriented investment style, managing approximately $363 million with a small supported team of advisors and offering specialized advisory services for legacy positions.