The Ascent with Crestmont Private Wealth - The Value Of An Advisor
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The Ascent with Crestmont Private Wealth - The Value Of An Advisor
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About this listen
In this episode of 'The Ascent', Alec Walker of Crestmont Private Wealth discusses the tangible benefits of working with a financial advisor. Alec reviews a landmark study by Vanguard, which quantifies how advisors can add up to 3% or more in net returns for clients. The episode breaks down key areas like asset allocation, investment selection, rebalancing, behavioral coaching, tax-efficient strategies, and more. Alec also shares a personal cooking tip on making a flavorful Chicken Piccata. .
00:00 Introduction and Disclaimers
00:28 The Value of an Advisor: An Overview
00:56 Vanguard Study on Advisor Value
02:18 Key Areas of Advisor Value
03:14 Top Three Investment Strategies
04:52 Behavioral Coaching: A Major Value Add
06:38 Tax Efficiency and Asset Location
08:15 Total Return vs. Income Investing
08:54 Tax Loss Harvesting
09:41 Conclusion and Contact Information
10:20 Cooking Tip: Lemony Chicken Piccata
Original Air Date: July 19, 2025 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: 830-368-2898
See omnystudio.com/listener for privacy information.