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

Appointment Request

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.

Learn More

#mondaymotivation #goals https://t.co/fd63fpcG6C

Mon May 02 19:26:30 +0000 2016

Schedule an appointment to learn more about #CWM and how we can partner in your financial #goals: https://t.co/U0768GB9Es

Mon May 02 18:05:38 +0000 2016

Looking for a weekend adventure? Grove of the Patriarchs . Enjoy more of #CWM's favorite #PNW locations: https://t.co/j0FUo0AUeO

Sat Apr 30 16:10:31 +0000 2016