News

We've all heard jokes about dubious college majors, and whether they really create pathways to career opportunity....

There are many layers to understanding whether a new job offer or compensation package will be right for your finan...

Comprehensive Wealth Management (CWM)’s lead advisor and Certified Financial Planner™ practitioner Brian Lockett wa...

If you live or work in Washington State, you should know about a new payroll tax with a one-time potential to opt o...

The CWM team is proud to share that we recently celebrated an exciting achievement: our 20th anniversary.

At CWM we have been diligently communicating to our clients the parameters and ramifications of Washington State's...

In recent years, the mega back-door Roth conversion strategy has emerged as an incredibly useful tool — but not man...

In June 2021, Washington state proposed a new payroll tax in the form of the Long-Term Care Act.

CWM President Shilo Lockett recently spoke with 425 Business about the historic and systemic reasons women have bee...

Our clients inspire us every day by sharing their motivations to live richly, and no two clients are the same. For...