The CWM Way

A culture of collaboration sets CWM apart...
The CWM Way

Superior client service is our guiding star at CWM – and that great service starts with great people. By intentionally “getting the right people on the bus,” we’ve built a culture of collaboration and excellence that shines through in everything we do, both for our clients and for each other. In this new video, the CWM team highlights what they love about our work and community – and how great culture leads to great service.

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Brian J. Lockett, CFP® Earns Distinguished Estate Planning Accreditation
CWM News
Brian J. Lockett, CFP® Earns Distinguished Estate Planning Accreditation
We're proud to announce that Lead Advisor Brian Lockett has earned the designation of Accredited Estate Planner®
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