Articles

Shelf Indulgence: Devolution (A Firsthand Account of the Rainier Sasquatch Massacre)
Lifestyle
Shelf Indulgence: Devolution (A Firsthand Account of the Rainier Sasquatch Massacre)
Just in time for Halloween comes the next installment of Shelf Indulgence featuring a natural disaster, a remote co...
Read More
CWM Client Spotlight: The Survivors and Partners
CWM News
CWM Client Spotlight: The Survivors and Partners
Our clients inspire us every day by sharing their motivations to live richly, and no two clients are the same. For...
Read More
Applying for the WA Cares Tax Exemption
Tax Planning and Strategy
Applying for the WA Cares Tax Exemption
Instructions for individuals employed within the state of Washington who wish to opt-out of the WA Cares tax, which...
Read More
Understanding the ROI of Career Pathways
Lifestyle
Understanding the ROI of Career Pathways
We've all heard jokes about dubious college majors, and whether they really create pathways to career opportunity....
Read More
CWM's Brian Lockett, CFP® Named IFG Elite Advisor in 2020
CWM News
CWM's Brian Lockett, CFP® Named IFG Elite Advisor in 2020
Comprehensive Wealth Management (CWM)’s lead advisor and Certified Financial Planner™ practitioner Brian Lockett wa...
Read More
Living Richly for 20 Years and Counting
CWM News
Living Richly for 20 Years and Counting
The CWM team is proud to share that we recently celebrated an exciting achievement: our 20th anniversary.
Read More
Puget Sound Business Journal: Your Only Chance to opt Out of Washington's New Long-Term Care Tax is Fast Approaching
Tax Planning and Strategy
Puget Sound Business Journal: Your Only Chance to opt Out of Washington's New Long-Term Care Tax is Fast Approaching
At CWM we have been diligently communicating to our clients the parameters and ramifications of Washington State's...
Read More
Understanding Strategies for Long-Term Care Planning Under Washington State's New Payroll Tax
Goals & Planning
Understanding Strategies for Long-Term Care Planning Under Washington State's New Payroll Tax
In June 2021, Washington state proposed a new payroll tax in the form of the Long-Term Care Act.
Read More
425 Business: Taking a Seat at the Table
CWM News
425 Business: Taking a Seat at the Table
CWM President Shilo Lockett recently spoke with 425 Business about the historic and systemic reasons women have bee...
Read More
CWM Client Spotlight: Teresa DesJardien
CWM News
CWM Client Spotlight: Teresa DesJardien
Our clients inspire us every day by sharing their motivations to live richly, and no two clients are the same. For...
Read More

View By:

Media Inquiries

Annie Alley