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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 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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SAVE THE DATE: join us for CWM's annual Client Appreciation #Event May 14th at the #Seattle Aquarium. http://t.co/1blVqq11vZ

Sat Mar 28 16:25:20 +0000 2015

If you haven’t heard yet, WE’RE MOVING! As of 4/11, we’ll be moving a few blocks to our new office. More: http://t.co/wSK9EV4UzM

Fri Mar 27 18:50:18 +0000 2015

#TravelTip: Ask if there is an event, like wedding or convention, when you make a reservation. They tend to be noisy. http://t.co/sXaWvVxoRf

Fri Mar 27 16:05:42 +0000 2015