(800) 268-2440

Our Approach
Services
About

Search

Events
News
Contact Us

Are you seeking a second opinion in light of the recent market volatility? Click here to arrange a complimentary phone call with CWM's expert team of advisors.

Mobile Menu

Our Approach
Services
About
Events
News
Contact Us

News

Read our latest updates & insights.

Featuring []

Left Previous

Page 1 of 1

Next Right

Sign Up for CWM's Newsletter

Join Our Newsletter

Facebook Twitter Linkedin

News

View by Topic

Business Planning CWM News Estate Planning and Wealth Transfer Giving and Community Goals & Planning Lifestyle Market Insights Retirement and Pre-Retirement Starting Strong Tax Planning and Strategy

View by Author

Marc Knauss Morgan Arford Brian J. Lockett, CFP® Kelsey Wingate Shilo M. Lockett

View by Featured Team Member

Brian J. Lockett, CFP® Shilo M. Lockett

Sign Up for CWM's Newsletter

Join Our Newsletter

Facebook Twitter Linkedin

Media Inquiries

Annie Alley

Send me financial tips and insights:

Sign Up

Contact Us

Comprehensive Wealth Management
3500 188th St. SW, Suite 102
Lynnwood, WA 98037

425.778.6160 | 800.268.2440

Facebook Twitter Linkedin

Quick Links

About CWM
Wealth Management Services
Our Methodology
CWM Blog
Client Events

Check the background of this investment professional on FINRA's BrokerCheck »

Registered Representatives associated with Comprehensive Wealth Management offer securities through Independent Financial Group, LLC (IFG), a registered broker-dealer. Member FINRA/SIPC. As applicable, Financial Advisors associated with Comprehensive Wealth Management offer advisory services through IFG and/or Comprehensive Wealth Management, LLC (CWM), both are registered investment advisers. CWM & IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Dr, Ste 200, San Diego, CA 92130.

Licensed to sell securities in the following states: AZ, CA, CO, DE, FL, GA, HI, ID, KS, MD, MO, MT, NC, NE, NM, NV, OR, PA, SD, TN, TX, UT, VA & WA.

Information is provided from sources believed to be reliable; however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to the third-party website, you are leaving our site and assume total responsibility for your use at these sites.

Web design by efelle creative

Sign Up for CWM's Newsletter