Videos | Nov 16, 2021

VIDEO: How to Make the Most of Your Charitable Giving

featuring Brian J. Lockett, CFP®
Vice President, Lead Advisor

It's that time of year again! Brian J. Lockett, CFP® is back to share tips for your upcoming charitable giving strategies.

How to Make the Most of Your Charitable Giving Strategy

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As vice president and lead advisor for Comprehensive Wealth Management, Brian is not only responsible for monitoring and assisting with certain firm operations, but also meeting with clients to review their portfolios and advise them on a myriad of financial matters, from the simple to the highly complex.

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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.

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