Goals & Planning | Jun 18, 2024

VIDEO: What type of investor are you?

featuring Shilo M. Lockett
President

No two investors are alike, but investors do tend to fit into three different archetypes. Comprehensive Wealth Management President Shilo Lockett breaks down these three investor personalities and offers insight into how we approach these three very different clients.

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Shilo holds the reins of daily operations at CWM and provides strategic leadership, planning, and broad executive management to achieve the firm's strategic objectives.

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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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