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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 CWM 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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Decide what you are willing to pay for something before you start shopping for it. This will help prevent overspending. #moneysmarts

Fri Sep 30 19:00:58 +0000 2016

@economy_views our break room! ;) Also whatever is on the way to work. What is your favorite #coffee spot?

Fri Sep 30 15:05:02 +0000 2016

All the money in the world: https://t.co/qV0qaA8bbL

Fri Sep 30 00:50:06 +0000 2016