Featuring Brian J. Lockett, CFP®
CWM News
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 wa...
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Tax Planning and Strategy
Puget Sound Business Journal: Your Only Chance to opt Out of Washington's New Long-Term Care Tax is Fast Approaching
At CWM we have been diligently communicating to our clients the parameters and ramifications of Washington State's...
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Tax Planning and Strategy
425 Magazine: Tax-Savvy Giving Tips
Feeling philanthropic? Brian Lockett sat down with 425 Magazine to give advice on how best to stretch your dollar...
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CWM News
Seattle Times Money Makeover and CWM: Old-fashioned retirement protects Seattle ironworker
Our very own Brian Lockett, CFP®, in partnership with The Seattle Times “Money Makeover” feature, collaborated with...
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CWM News
IFG’s Elite Advisor of the Year: Brian Lockett
I remember walking out of there, standing by my locker and saying, "Wow. Today's one of those days where I think I...
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