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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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The first thing we always consider is the financial health of the company guaranteeing the #pension. https://t.co/mJmXPGMLBW #CWM

Sat May 28 16:10:25 +0000 2016

CWM office will be closed Monday, May 30th in observance of Memorial Day.

Fri May 27 20:43:43 +0000 2016

#FridayFact: Half of all global #GDP growth is due to China and the US https://t.co/uIlpFGm1BS

Fri May 27 14:45:30 +0000 2016