Rich in Experience.

Stay in touch

Welcome to Comprehensive Wealth Management

Start Dreaming

Latest Tweets

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.

For News and Insight from CWM’s Investment Team:
Recent Articles

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.

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.

Learn More

REMINDER: The CWM office is closed today for the Thanksgiving holiday. We'll be back to normal on Monday.

Fri Nov 27 16:03:30 +0000 2015

Happy Thanksgiving from the CWM Family to yours! We wish all of our friends a safe and family-filled celebration. https://t.co/L0PTYlpnaW

Thu Nov 26 17:04:26 +0000 2015

CWM office will be CLOSED on Thursday, 11/26 & Friday 11/27 for #Thanksgiving. Regular office hours resume on Monday 11/30

Wed Nov 25 23:02:37 +0000 2015