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 was recently named a 2020 Elite Advisor and recipient of the Two Million Dollar Club Award from Independent Financial Group (IFG). CWM also was recognized for having one of the top advisor websites out of approximately 100 IFG representatives.

Brian Lockett has been recognized as an IFG Elite Advisor each year since 2015. The award honors top advisors among the independent broker-dealer’s more than 600 registered representatives, who serve clients across 40 U.S. states.

As CWM’s Vice President and lead advisor, Brian partners with clients from all backgrounds and stages of wealth to define their lifestyle goals and intentions, and develops thoughtful, data-driven strategies to help them pursue those objectives. For two decades at the family-owned and operated firm, Brian has employed a holistic approach to help hundreds of clients navigate their paths to financial independence, often collaborating with other industry professionals to deliver personalized plans.

“It is always an honor to be recognized among my esteemed industry peers,” Brian said. “I feel fortunate to be in a position to make a difference in others’ lives by guiding them through financial strategies to achieve their distinct goals. I strive every day to exceed the standards of excellence that our clients have come to expect.”

In addition, IFG evaluated the websites of 100 of its registered advisory firms and selected CWM’s as one of only seven exemplifying exceptional website design and content. Websites were judged based on their ease of navigation and user experience; overall design aesthetic and branding; and relevant information and resources provided.

IFG praised CWM’s website for its “user-first” design, offering ease of navigation and access to information while providing imagery that resonates with users from all walks of life. In fact, a judge stated that “each page begs the user to envision themselves as a client.” Other elements of the website, such as the regularly updated educational blog content and dedicated pages for each team member’s biography, were also noted for further helping users relate to CWM and understand the firm’s values.

“These awards are a testament to CWM’s 20-year commitment to serve as trusted partners to clients on their paths to financial independence. We are inspired every day by our clients’ thoughtful goals and dreams, and we take pride in providing resources to help the individuals and families we serve live richly,” said Shilo Lockett, president of CWM.

About Comprehensive Wealth Management

Comprehensive Wealth Management is a Pacific Northwest wealth-management firm that partners with clients to articulate and achieve their financial goals as prudently as possible. Our high-touch, client-focused investment planning and implementation makes us the first call for executives, business owners and other thoughtful investors to strengthen their financial health holistically and intentionally, managing risk while achieving long-term gains.

< Return to News

Related Insights

Join the CWM Team for PAWSwalk 2024!
CWM News
Join the CWM Team for PAWSwalk 2024!
Bring your furry friends and get some exercise for a good cause during this year's PAWSwalk!
Read More
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.