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.
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.
We offer free 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.
Just a reminder: The CWM offices will be CLOSED today. We return to regular business hours on Monday, Dec. 1st. Enjoy your weekend!
Fri Nov 28 16:05:15 +0000 2014
Today we're #thankful for all of our friends, clients & followers! Happy Thanksgiving!
Thu Nov 27 17:31:11 +0000 2014
Wishing all of our friends a very HAPPY THANKSGIVING! - The CWM Team | http://t.co/soZVKatUf7
Thu Nov 27 16:15:24 +0000 2014