Comprehensive Wealth Management (CWM) is a financial planning and investment management firm that specializes in allocating, protecting, and leveraging assets for executives, professionals, and business owners throughout the greater Seattle and Bellevue area. As the premier wealth manager in the north end and South Snohomish county, our focus is on providing clients with the highest level of client service, advocacy, and stewardship.
Founded in 2001 during a time when "fiduciary" and "team practice" were just buzz-words for most of the industry, the team at CWM prides itself in providing proactive and comprehensive advice, planning, and investment selection to fit the extensive and specific needs of clients. We believe the U.S. is one of the easiest places in the world to build wealth and we can teach others the knowledge they need to achieve financial success.
Developers of the Performance Targeting System® (PTS) investment strategy, CWM specializes in working to maximize performance and limit risk during highly volatile markets. An independent firm and beholden to no one, we have the entire array of investment tools and products at our finger-tips. Technology is also integral to our practice and we work to provide transparency by consolidating data from more than 57 custodians into streamlined and user-friendly reports which help provide a complete and accurate picture of your entire client portfolio.
More than data and expertise however, is the feeling you'll get when you walk in our door. Our team members are friendly, genuine, and truly care about the progress and goals of our clients and community. (Learn more about the CWM Team)
Together, we'll develop a unique comprehensive financial strategy to help you get what you want in life.