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 CMW today for more information and to begin preparing for your financial future.

Appointment Request

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.

Learn More

RT @RocketDogCom: "Why You Need a Vacation Even More Than You Think" http://t.co/HsmY0pzkQ2

Tue Sep 02 20:20:38 +0000 2014

Grandparents can bond with the #grandkids by facilitating saving and encouraging financial fitness: http://t.co/xenWbqF5mw

Tue Sep 02 19:10:37 +0000 2014

“There is simply no substitute for hard work when it comes to achieving #success.” ~ Heather Bresch

Tue Sep 02 15:50:34 +0000 2014