CWM News

In the midst of the COVID-19 pandemic, CWM continues to be here as a resource for our clients. We’re sharing some c...

Our clients inspire us every day by sharing their motivations to live richly, and no two clients are the same. For...

Our very own Brian Lockett, CFP®, in partnership with The Seattle Times “Money Makeover” feature, collaborated with...

CWM models played defense admirably well thus far through the COVID-19 crisis. Valuations across asset classes have...

CWM Vice President Brian Lockett, CFP® shared his thoughts on the market outlook in 2020 and how small business own...

425 Business sat down with Shilo Lockett to learn more about how she approaches her role as CWM's president and wha...

Thinking about purchasing your first home? CWM Vice President Brian Lockett, CFP®, recently shared some expert tips...

We are continually inspired by the quality of the lives our clients build through passion, discipline and purpose....

CWM's new website reflects our commitment to helping our clients pursue their financial and lifestyle objectives, w...

The CWM team has counseled scores of founders and successors to guide them through family business transitions. Our...