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

Read more at: https://t.co/XqQ2JMuTyW https://t.co/yy10VhvJ6B

Tue Jul 26 18:55:26 +0000 2016

A solar-powered plane that made it around the world with no fuel: https://t.co/SzezoW8jZr #TravelTuesday

Tue Jul 26 14:50:16 +0000 2016

"Live like a 'secret' #rich person" and other tips for building #wealth: https://t.co/4kXK0CdVlQ

Mon Jul 25 19:13:57 +0000 2016