CWM News

Thank you to all of the wonderful client families and friends that made for such a fun Great Gingerbread Build th...

At CWM, we focus on building client relationships outside the office, hosting a variety of events throughout the ye...

At Comprehensive Wealth Management, our goal is not to be good. It is to be extraordinary.

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

Authority Magazine sat down with Shilo Lockett as part of their "Five Things You Need To Be A Highly Effective Lead...

At the end of another eventful year at our firm, we're taking a pause amid year-end deadlines and holiday activitie...

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

Comprehensive Wealth Management (CWM)’s lead advisor and Certified Financial Planner™ practitioner Brian Lockett wa...

The CWM team is proud to share that we recently celebrated an exciting achievement: our 20th anniversary.

CWM President Shilo Lockett recently spoke with 425 Business about the historic and systemic reasons women have bee...