Community Relations

Board Member and Annual Gala Sponsor – Edmonds Community College Foundation

Comprehensive Wealth Management has been proud to serve over the years as the Presenting Sponsor (through 2013) and as an event sponsor for the Edmonds Community College Foundation annual gala and auction, the proceeds of which benefit the students of Edmonds Community College through scholarship programs, faculty support, and legislative advocacy. (Since 2006) CWM's Brian Lockett also currently serves on the board for the Foundation.

Member – Economic Alliance Snohomish County (EASC)

As a regional leader, Economic Alliance Snohomish County exists to be a catalyst for economic vitality resulting in stronger communities, increased job creation, expanded educational opportunities, and improved infrastructure. The EASC is committed to growing and nurturing a vital regional economy that is globally competitive by expanding partnerships, developing key resources, and building the infrastructure systems that create local and regional employment centers. (Event Sponsor in 2013, Member Since 2013)

Seattle will be too expensive for you when you retire, longtimer is told – Seattle Times

Longtime Seattle resident Michelle Kelly is a disciplined saver with a stable work history in art and teaching, professions that she loves. But as Kelly, 56, looks ahead to retirement, the mathematics of her personal finances lead to a sobering conclusion: She can't afford to live in Seattle when she stops working.  Read Article >>

Exhibition Sponsor – Cascadia Art Museum

Cascadia Art Museum is an educational, nonprofit organization that celebrates the rich tradition of the visual arts and design in the Northwest during the period 1860-1970. The museum provides enriching experiences for the community and visitors alike through original exhibitions, public programs, publications and educational outreach. Cascadia Art Museum also seeks to reassess the hierarchy of traditional art history by regularly including the work of women and minority artists who made substantial contributions to the region’s cultural identity. CWM is pleased to help sponsor Cascadia Art Museum's summer exhibition: Drama & Design, the works of Yvonne Twining Humber & Blanche Morgan Losey.

Divorce, Big Tax Bill Complicate Finances – Seattle Times

After a divorce and the discovery of a big tax problem, Kirsten Flack is re-establishing her career and CWM advisors Brian Lockett and Marc Knauss help her determine a financial path forward.  Read Article>>

Anniversary Gala – Cascadia Art Museum

Cascadia Art Museum is a place that has been empowering and showcasing local Northwest artists since 2015. As a sponsor of the 2017 Anniversary Gala, Comprehensive Wealth Management is dedicated to cultivating local culture and ensuring the future of art in our community.

Wild Night Out – Washington Wild

Washington Wild has successfully protected nearly three million acres of wilderness throughout the beautiful state of Washington. For years Washington Wild has been committed to protecting and restoring the wild lands and waters of Washington State through advocacy, education and civic engagement. CWM is thrilled to support the 2017 Wild Night Out and is devoted to preserving our forests and waterways for future generations.

EDCC 5k Walk Team – Edmonds Community College Foundation

CWM staff and friends took part in the Edmonds Community College Foundation 5k run and walk as part of a CWM sponsored team. Funds raised during this event are going toward scholarships, emergencey funding, and innovative grants at Edmonds Community College.

Holiday Food and Toy Drive – Volunteers of America Western Washington

CWM proudly hosts an annual food and holiday toy drive for Volunteers of America Western Washington (VOAWW). Each year attendees of our annual holiday Gingerbread House decorating client event are encouraged to bring donations of non-perishable food items and/or holiday toys to share in the spirit of the giving season. (Since 2013)

PAWSwalk Team – Progressive Animal Welfare Society (PAWS)

In addition to the two legged members of our community, every CWM team member shares a devotion for the furry four-legged members of our families. Each year we eagerly anticipate the (usually sunny) PAWSwalk where thousands of avid animal lovers and their dogs walk to raise funds in support of PAWS, a nationally recognized leader in rehabilitating injured and orphaned wildlife, sheltering and adopting homeless pets, and educating people on how to make the world a better place for both humans and animals. (Intermittently Since 2009, Event Sponsor from 2009-2010)

Board Member – Volunteers of America: Western Washington

CWM President Shilo Lockett served on the Board of Volunteers of America: Western Washington, a national, faith-based human services organization that helps some of the most vulnerable families, children and seniors in our communities lead safe, healthy, independent and productive lives. (Since 2011)

Mercer Island woman finds she's financially lost after divorce – Seattle Times

Brian Lockett was featured in Seattle Time's Sunday paper for volunteering a financial plan for a recently divorced Seattlite. Her story is like many other divorcees and those unfamiliar to the world of money management and budgeting. Read about Pam's story and see what Brian had to say. Read Article »

2015 Five Star Professional Wealth Manager – Five Star Professional

Brian J. Lockett, CFP® was awarded the Five Star Professional Wealth ManagerSM award for 2015. Five Star Professional conducts annual research to help consumers with the important decision of selecting a service professional. The Five Star award is presented to wealth managers, real estate agents, mortgage professionals, and other professionals in more than 45 markets in the U.S. and Canada. These awards recognize service professionals who provide quality services to their clients. (Since 2003)

Outdoor School – Lynnwood Elementary School

CWM has supported Lynnwood Intermediate over the past several years by subsidizing camp costs to make the enrollment fees more manageable for students and their families. Students participate in experiential and project-based fieldwork that appeals to many different learning styles and interests. Using the cultural and natural environment as a context, Outdoor School's programs integrate scientific inquiry, technology, and the arts. (Since 2006)

Edmonds Center for the Arts 2014-2015 – ECA

The Edmonds Center for the Arts (ECA) is a cultural resource for the entire region, ECA is sure to inspire creativity, learning and growth through performing arts presentations, community partnerships and education outreach programs.

Comprehensive Wealth Management sponsored several ECA performances for the 2013-2014 season and we encourage you to check out some of their great events coming up.  See the schedule. (Supporters since 2011-2012)

Standout Student Awards – KIRO Radio

KIRO Radio and Comprehensive Wealth Management teamed up to present the 2013-2014 Standout Student Awards, recognizing outstanding achievements made by young scholars. Nominations for local students who stand out in the classroom, school, and community were received throughout the 2013-2014 school year. Each month one student was awarded a $1,000 scholarship, and automatically entered for the $10,000 grand-prize scholarship. The students were also recognized on KIRO Radio 97.3 FM and on MyNorthwest.com/student. We invite you to Learn About the Nine Winning Students and the Grand Prize Scholarship winner presentation photos. Congratulations to all of the outstanding students!

Board Member / Paul Harris Fellow – Lynnwood Rotary

COO Shilo Lockett puts her passion for community service to work for the local community as a member of the Lynnwood Rotary, where she has received special recognition for her service as a Paul Harris Fellow. She is also the head of New Generations, helping to develop and oversee youth involvement with the Club. (Member since 2011)

OfficeTeam Annual Suit Drive – Robert Half International

CWM proudly participated in Robert Half's Annual OfficeTeam Suit Drive. For more than a decade, the Robert Half Suit Drive has helped to provide thousands of low-income job seekers with the job-apporpriate clothing and accessories they will need to secure satisfying new jobs.

Village Sponsor – Drinks 4 Drinks

CWM sponsored "Drinks 4 Drinks", a fundraiser to benefit Charity Water, a non-profit organization dedicated to providing to clean drinking water for people in developing countries. 

This video demonstrates the vital importance of the efforts this charity supports:

Community Service Project – Backpacks for Kids

CWM's Market Outlook 2012 at the Seattle Aquarium included a special community service project in which we invited clients to join us in assembling 100 backpacks and four early learning pre-school kits for children in need. 

Premier Sponsor – Edmonds Community College Golf Tournament

Each year, the Edmonds Community College Foundation hosts a golf tournament to raise money for the Foundation and support the mission of the Foundation. The proceeds go directly to support college programs and student scholarships. (Since 2009)

Member – Alderwood-Terrace Rotary

As an active member of the Rotary Club of Alderwood-Terrace, Kris Muhlestein regularly participated in a variety of service projects that directly benefited the local community.

Board Member – Sno-King Youth Club

COO Shilo Lockett inherited her father (Gary Arford's) enthusiasm for service and is currently a board member for the Sno-King Youth Club. Prior to her official position on the board she worked with the organization to setup and sponsor the annual Running of the Balls fundraising event. (Since 2008)

Member and Corporate Sponsor – South Snohomish County Chamber of Commerce

Our passion for pursuing and supporting education and entrepreneurship has come together in one great community program. The Northwest Business Institute (NWBI) is the educational arm of the South Snohomish County Chamber of Commerce. Their mission is to provide management training workshops and coaching programs for local small businesses in order to help owners and employees improve their companies from within. (Since 2004)

Member and Corporate Sponsor – Bellevue Arts Museum (BAM)

CWM is proud to be a member and corporate sponsor of the Bellevue Arts Museum. We believe that supporting the art community is vital in sustaining cultural integrity, visual language, and legacies of Northwest artists. Through this commitment we help to ensure that these artists have a place to explore and share their art, craft, and passion.

Soccer Team Sponsor – Sno-King Youth Club

Sports can create an environment that promotes teamwork and responsibility while having fun! Comprehensive Wealth Management supports this type of activity by sponsoring a youth soccer team and our very own Brian Lockett and Morgan Arford coach the team.

Leading Wealth Management Provider – Forbes Magazine

Recognized as one of the Leading Wealth Management Providers for the Northwest and Hawaii.

Ten Most Dependable Wealth Managers – Forbes Magazine

Awarded one of the Ten Most Dependable Wealth Managers in the Northwest and Hawaii - (March 24th issue)

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