Goals & Planning | Jun 18, 2024

VIDEO: What type of investor are you?

featuring Shilo M. Lockett
President

No two investors are alike, but investors do tend to fit into three different archetypes. Comprehensive Wealth Management President Shilo Lockett breaks down these three investor personalities and offers insight into how we approach these three very different clients.

Return to News

Shilo holds the reins of daily operations at CWM and provides strategic leadership, planning, and broad executive management to achieve the firm's strategic objectives.

View more posts featuring Shilo

From complimentary, no-pressure initial consultations to ongoing client strategy meetings, CWM financial advisors are here to explore your goals and create a road map to help you live richly.

Name *

Email *

How did you hear about CWM? *

Google / Search Engine

Facebook / Instagram

Friend or Family

Other

Phone Number

Entry Page

CWM is committed to protecting the security of your personal information and will not disclose your information to any third party. Please review our Privacy Policy for more information.

Media Inquiries

Annie Alley

Related Insights

Tax Planning and Strategy

Health Savings Account: A powerful tool in your financial toolkit

When used strategically, HSAs are truly one of a kind, offering the most tax advantages in a single account

View All

Plan Intentionally

Schedule a complimentary, no-pressure phone call with a CWM financial advisor to learn if our breadth of consulting services and purpose-driven approach aligns with your needs.

Schedule