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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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Have you signed up for the CWM newsletter? This month we are talking about #valuation: https://t.co/pfNWMyhudM

Sat Jun 25 16:15:20 +0000 2016

There will never be enough #money + other misconceptions: https://t.co/TBy85avwS2

Fri Jun 24 23:55:09 +0000 2016

CWM clients concerned about the #Brexitvote and its impact on your #portfolio, please check your e-mail. https://t.co/ox56SS0o6j

Fri Jun 24 19:25:09 +0000 2016