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Welcome to Comprehensive Wealth Management

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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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REMINDER: The CWM office building has scheduled a power outage this weekend, therefore your emails may NOT be received.

Sat Apr 25 15:05:13 +0000 2015

If you haven't heard, we’re excited to announce we have officially moved into our new space! Learn more: http://t.co/ldZycKnwCP

Sat Apr 25 15:01:31 +0000 2015

NOTICE: CWM office power outage this weekend. Communications will be affected from 4/24/15 - 4/27/15 | http://t.co/DF3AEj54Kz

Fri Apr 24 21:55:17 +0000 2015