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June 1, 2025 12 mins

Building an Employer of Choice: Insights from Crestmont Private Wealth In this episode of 'The Ascent' with Crestmont Private Wealth, CEO Sam McGee discusses the company's expansion and their approach to becoming an employer of choice. Sam shares valuable insights on core values, HR strategies, and creating a competitive work environment focused on trust, teamwork, commitment to service, adaptability, and care.

Learn about the importance of community involvement, total compensation packages, and the ability to adapt in today's job market.

Contact: 

  • https://crestmontpw.com/
  • Boerne Office: 830-368-2898
  • Houston Office: 832-280-5288

00:00 Introduction - Crestmont Private Wealth

  • 00:45 Meet Sam McGee and Crestmont's Expansion
  • 01:26 Understanding Employer of Choice
  • 03:15 Core Values and Hiring Practices
  • 04:58 Community Involvement and Competitive Offerings
  • 06:53 Total Compensation and Benefits
  • 10:49 Adapting to Change and Employee Feedback
  • 12:21 Conclusion and Final Thoughts

See omnystudio.com/listener for privacy information.

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