Rich Lives, Intentional Legacies

Legacies are as rich and varied as the lives that precede them. Would you like to make a positive impact on future generations of family and friends? Fund artistic endeavors or initiatives that serve the environment, animals or the less fortunate? Help your alma mater continue to thrive? 

At CWM, we are adept at helping clients consider the full potential of their legacies. Our team acts as a central advisor by collaborating with legal experts to develop strategic, intentional estate plans that bestow financial well-being and confidence to you and your beneficiaries, in addition to financial gifts.

CWM's Approach

One of CWM’s strongest capabilities is that we plan with implementation in mind, anticipating potential legal or administrative issues to help ease the process for your heirs. Our experienced approach is built on working hand-in-hand with select clients’ heirs to manage the wealth transfer process following a loss, directly assisting them to navigate and minimize complexities during an inevitably emotional experience.

For any stage and lifestyle goal, we serve as your trusted advisor, providing experienced consultation to inform and implement a personalized strategy for you.

* Comprehensive Wealth Management, LLC does not offer tax or legal advice. Please consult your CPA or attorney for specific tax or legal questions.

Comprehensive Offerings
Tailored Financial Plans

Learn more about CWM’s comprehensive services and our purposeful approach to financial planning and wealth management for emerging and established professionals. Our methodology is designed to manage risk and minimize volatility, driving Real Returns to support your key objectives.


Related Insights + Resources

A Wealth of Legacy
Estate Planning and Wealth Transfer
A Wealth of Legacy
Intrinsic in all people around the world is a desire to provide a better life for the ones...
Read More All Articles
Case Study: The Gift That Keeps on Taking
Estate Planning and Wealth Transfer
Case Study: The Gift That Keeps on Taking
Ever-changing laws and regulations require regular review of financial and legal documents...
Read More All Articles

A Commitment to
Our Clients

At CWM, we are committed to creating a purposeful, high-touch experience for our clients. As a fiduciary, our decision-making process is always designed around our clients’ individual needs and goals. We are proud to serve as your holistic, strategic partner in financial and lifestyle planning.

Shilo Lockett, CWM President