CWM News
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...
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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.
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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...
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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...
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CWM News
Wishing Sue Thorning a Happy Retirement
With a few tears, a lot of laughter, and some virtual hugs we celebrated Sue's retirement.
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CWM News
Linda's PAWS Adoption Suite Campaign Update
We'd like to share an important update on PAWS' plans for it's expanded wildlife rehabilitation and pet adoption fa...
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Lifestyle
Ask the Experts Volume 2, Valentine's Edition: How to Stay Crazy in Love but Sane in the Same Account
When the day is done at CWM, and all client portfolios have been checked on and tucked into bed, we return to our r...
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Giving and Community
I Know a Pro: Heidi Wills of PAWS
When animals around the Northwest need help - whether it's a puppy looking for a loving home or a bald eagle in ne...
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Goals & Planning
Starting Strong: The Young Professional's Guide to Financial Independence
“If you really look closely, most overnight successes took a long time.”
― Steve Jobs
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CWM News
Ask the Experts, Volume I: Questions That Clients Ask Our CWM Team
At CWM, while we tailor our counsel to clients’ singular goals and needs, based on an individuals’ life stages and...
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