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Comprehensive Wealth Management is your local Seattle and Bellevue area financial planning and investment management firm that specializes in allocating, protecting, and leveraging assets for executives, professionals, and business owners.

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Our team of fiduciary professionals assists in the development of realistic goals, designs and implements comprehensive financial plans in order to provide creative solutions to achieve financial objectives such as college funding, wealth accumulation, and retirement planning. Clients throughout the greater Puget Sound area trust the financial planners from Comprehensive Wealth Management for assistance with portfolio management, estate planning, mutual funds and more. Contact the professionals at CWM today for more information and to begin preparing for your financial future.

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We offer complimentary 90-minute no-pressure consultation with a CWM Financial Advisor. Let’s explore your goals, and create a road map to realize your financial dreams.

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"A goal without a plan is just a wish." https://t.co/46ELfqjExn

Fri Mar 16 16:11:59 +0000 2018

"A goal without a plan is just a wish." https://t.co/SG4cUzoQQb

Fri Mar 16 16:04:25 +0000 2018

It is with profound sadness that we share the news that Linda McCormack, a beloved CWM team member for over 15 year… https://t.co/ULEaTFN44c

Wed Mar 07 21:45:00 +0000 2018