Brian Lockett was featured in Seattle Time's Sunday paper for volunteering a financial plan for a recently divorced Seattlite. Her story is like many other divorcees and those unfamiliar to the world of money management and budgeting. Read about Pam's story and see what Brian had to say. Read Article »
Brian J. Lockett, CFP® was awarded the Five Star Professional Wealth ManagerSM award for 2015. Five Star Professional conducts annual research to help consumers with the important decision of selecting a service professional. The Five Star award is presented to wealth managers, real estate agents, mortgage professionals, and other professionals in more than 45 markets in the U.S. and Canada. These awards recognize service professionals who provide quality services to their clients. (Since 2003)
CWM proudly hosts an annual food and holiday toy drive for Volunteers of America Western Washington (VOAWW). Each year attendees of our annual holiday Gingerbread House decorating client event are encouraged to bring donations of non-perishable food items and/or holiday toys to share in the spirit of the giving season. (Since 2013)
Comprehensive Wealth Management has been proud to serve over the years as the Presenting Sponsor (through 2013) and as a table sponsor (since 2014) for the Edmonds Community College Foundation annual dinner and auction, the proceeds of which benefit the students of Edmonds Community College through scholarship programs, faculty support, and legislative advocacy. (Since 2006)
CWM has supported Lynnwood Intermediate over the past several years by subsidizing camp costs to make the enrollment fees more manageable for students and their families. Students participate in experiential and project-based fieldwork that appeals to many different learning styles and interests. Using the cultural and natural environment as a context, Outdoor School's programs integrate scientific inquiry, technology, and the arts. (Since 2006)
COO Shilo Lockett serves on the Board of Volunteers of America: Western Washington, a national, faith-based human services organization that helps some of the most vulnerable families, children and seniors in our communities lead safe, healthy, independent and productive lives. (Since 2011)
The Edmonds Center for the Arts (ECA) is a cultural resource for the entire region, ECA is sure to inspire creativity, learning and growth through performing arts presentations, community partnerships and education outreach programs.
Comprehensive Wealth Management sponsored several ECA performances for the 2013-2014 season and we encourage you to check out some of their great events coming up. See the schedule. (Supporters since 2011-2012)
KIRO Radio and Comprehensive Wealth Management teamed up to present the 2013-2014 Standout Student Awards, recognizing outstanding achievements made by young scholars. Nominations for local students who stand out in the classroom, school, and community were received throughout the 2013-2014 school year. Each month one student was awarded a $1,000 scholarship, and automatically entered for the $10,000 grand-prize scholarship. The students were also recognized on KIRO Radio 97.3 FM and on MyNorthwest.com/student. We invite you to Learn About the Nine Winning Students and the Grand Prize Scholarship winner presentation photos. Congratulations to all of the outstanding students!
COO Shilo Lockett puts her passion for community service to work for the local community as a member of the Lynnwood Rotary, where she has received special recognition for her service as a Paul Harris Fellow. She is also the head of New Generations, helping to develop and oversee youth involvement with the Club. (Member since 2011)
CWM proudly participated in Robert Half's Annual OfficeTeam Suit Drive. For more than a decade, the Robert Half Suit Drive has helped to provide thousands of low-income job seekers with the job-apporpriate clothing and accessories they will need to secure satisfying new jobs.
Comprehensive Wealth Management was pleased to sponsor the Economic Alliance Snohomish County (EASC) 2nd Annual Meeting. As a regional leader, Economic Alliance Snohomish County exists to be a catalyst for economic vitality resulting in stronger communities, increased job creation, expanded educational opportunities, and improved infrastructure. The EASC is committed to growing and nurturing a vital regional economy that is globally competitive by expanding partnerships, developing key resources, and building the infrastructure systems that create local and regional employment centers.
CWM sponsored "Drinks 4 Drinks", a fundraiser to benefit Charity Water, a non-profit organization dedicated to providing to clean drinking water for people in developing countries.
This video demonstrates the vital importance of the efforts this charity supports:
CWM's Market Outlook 2012 at the Seattle Aquarium included a special community service project in which we invited clients to join us in assembling 100 backpacks and four early learning pre-school kits for children in need.
In addition to the two legged members of our community, every CWM team member shares a devotion for the furry four-legged members of our families. Each year we eagerly anticipate the (usually sunny) PAWSwalk where thousands of avid animal lovers and their dogs walk to raise funds in support of PAWS, a nationally recognized leader in rehabilitating injured and orphaned wildlife, sheltering and adopting homeless pets, and educating people on how to make the world a better place for both humans and animals. (Since 2011, Sponsor from 2009-2010)
Each year, the Edmonds Community College Foundation hosts a golf tournament to raise money for the Foundation and support the mission of the Foundation. The proceeds go directly to support college programs and student scholarships. (Since 2009)
As an active member of the Rotary Club of Alderwood-Terrace, Kris Muhlestein regularly participated in a variety of service projects that directly benefited the local community.
COO Shilo Lockett inherited her father (Gary Arford's) enthusiasm for service and is currently a board member for the Sno-King Youth Club. Prior to her official position on the board she worked with the organization to setup and sponsor the annual Running of the Balls fundraising event. (Since 2008)
Our passion for pursuing and supporting education and entrepreneurship has come together in one great community program. The Northwest Business Institute (NWBI) is the educational arm of the South Snohomish County Chamber of Commerce. Their mission is to provide management training workshops and coaching programs for local small businesses in order to help owners and employees improve their companies from within. (Since 2004)
Kris’s interest in business development and previous experience with BYU led him to join the Seattle Chapter of the BYUMS, which is affiliated with BYU Marriot School of Management and brings together people who desire to broaden interpersonal relationships, advance their careers, and establish a deeper connection to the business community through rendering meaningful service to individuals and organizations.
CWM is proud to be a member and corporate sponsor of the Bellevue Arts Museum. We believe that supporting the art community is vital in sustaining cultural integrity, visual language, and legacies of Northwest artists. Through this commitment we help to ensure that these artists have a place to explore and share their art, craft, and passion.
Sports can create an environment that promotes teamwork and responsibility while having fun! Comprehensive Wealth Management supports this type of activity by sponsoring a youth soccer team and our very own Brian Lockett and Morgan Arford coach the team.
Recognized as one of the Leading Wealth Management Providers for the Northwest and Hawaii.
Awarded one of the Ten Most Dependable Wealth Managers in the Northwest and Hawaii - (March 24th issue)