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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 CMW 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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Trends come and go, but #happiness is no fad! #MotivationMonday http://t.co/rY9L2r10P9

Mon Aug 03 15:05:25 +0000 2015

Have you met CWM’s Office Manager? Learn more about Laurie and her role at CWM: http://t.co/2ypFllOdYq http://t.co/LXQ5r2xO9b

Sat Aug 01 16:05:32 +0000 2015

#MoneyMinute: 5 things every #college freshman should know about money: http://t.co/wVPjPB6N6d #finance

Fri Jul 31 22:10:36 +0000 2015