Sponsor spotlight Brian Lockett of Comprehensive Wealth Management earns distinguished estate planning accreditation - My Edmonds News

Comprehensive Wealth Management's Brian Lockett has earned a distinguished estate planning accreditation, marking a significant milestone in his career as a lead advisor and vice president. This recognition underscores the firm's commitment to providing individualized financial services that are both holistic and client-centric. CWM is a family-owned firm that has built a reputation for its personalized approach to investment management and financial planning. Lockett's accreditation equips him with advanced strategies to assist clients in navigating estate planning effectively. The firm aims to enhance its service offerings, ensuring clients receive the most informed guidance possible.

This achievement not only reflects Lockett's dedication but also signals the firm's growth in the competitive financial services landscape. Clients in the local area can expect improved expertise and tailored strategies to meet their financial goals. The recognition is a testament to the firm’s ongoing commitment to excellence in client service.