Rich in Experience.

Stay in touch

Welcome to Comprehensive Wealth Management

Start Dreaming

Latest Tweets

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.

For News and Insight from CWM’s Investment Team:
Recent Articles

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 CMW today for more information and to begin preparing for your financial future.

Appointment Request

We offer free 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.

Learn More

“There are no secrets to success. It is the result of preparation, hard work, and learning from failure.” –Colin Powell

Thu Oct 30 18:50:43 +0000 2014

How bad are #Detroit fiscal problems? Detroit's $18B #bankruptcy is over 4x larger than the next-biggest: http://t.co/qlxfrqfcmy

Thu Oct 30 15:50:26 +0000 2014

RT @EllevateNtwk: I Tried to Make Myself Happier at Work for a Week, and Here's What I Learned https://t.co/O8JfkYIKV0 via @dailymuse @erin

Wed Oct 29 23:48:30 +0000 2014