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About CWM

Comprehensive Wealth Management (CWM) is a financial planning and investment management firm that specializes in allocating, protecting, and leveraging assets for executives, professionals, and small business owners throughout the greater Seattle and Bellevue area.

Our team of dedicated professionals assists in the development of realistic goals and designs and implements comprehensive financial plans in order to provide creative solutions to achieve financial objectives such as college funding, wealth accumulation, and retirement.  From analyzing portfolio risk to estate planning, and setting up the best asset management system, the experts at CWM are ready to help make your financial goals a reality. 

Together, we'll develop a unique comprehensive financial strategy to help you get what you want in life.

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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.


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