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Our Services

At Comprehensive Wealth Management, we strive to enhance the economic well-being of our clients by offering access to a variety of investment and insurance products. Whether you want to save for retirement, fund a college education, or minimize taxes we are uniquely qualified to assist you. Services include:

  • Asset Protection
  • Budgeting
  • Business Planning
  • Charitable Gifting
  • College Funding
  • Elder Issues
  • Employee Retirement Plans
  • Estate Planning
  • Family Steward Services
  • Income Tax Issues
  • Insurance Planning
  • IRAs
  • Legacy / Succession Planning
  • Lifestyle Planning
  • Options Strategies
  • Portfolio Management
  • Profit Sharing
  • Qualified Plans
  • Retirement Planning
  • Rollover IRAs
  • Roth IRAs
  • SEPs
  • Simple IRAs
  • Tax Planning
  • Valuation/Continuity
The Investment Process

Our investment process begins with an evaluation to help us gain an understanding of your needs, attitudes, and aspirations. The information yielded in this evaluation will become the mortar for building your financial program – the more information you provide, the stronger the foundation will become, which we believe may increase the likelihood of financial success.

At the end of your evaluation we will present you with the combination of mutual funds, individual stocks, bonds, variable annuities, life insurance, etc. we feel will most effectively achieve your personal financial goals.

Once implemented, we offer our clients continued guidance through performance updates and regular program evaluations. We also encourage you to update us on changes to your life that will impact our analysis such as child-birth, retirement, or career changes.

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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.


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