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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 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.

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A Changing of the Guard: your FAQ’s answered by CWM’s incoming President, Shilo Lockett http://t.co/kWuR75tU5P

Wed Jul 30 21:55:14 +0000 2014

Why do people need help of an investment expert? Damage av. #investor does to self: Src: http://t.co/FSYaS5YCrL http://t.co/pRJ3AyrCsm

Wed Jul 30 18:55:18 +0000 2014

RT @DavidRoads: Don't think outside the box. Think like there is no box

Wed Jul 30 16:52:18 +0000 2014