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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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RT @IRSnews: #IRS warns taxpayers about #tax scams in communities across the country. https://t.co/oB2bmWbRFn

Tue Sep 01 19:02:56 +0000 2015

Unlocking the Benefits of a 529 College Savings Plan - READ: http://t.co/GOfofa7qjY #saving #education

Tue Sep 01 16:55:39 +0000 2015

Evaluate Your #Budget + more Financial Checklist Basics: http://t.co/2FkFmxvYFJ #finances #money

Tue Sep 01 15:55:50 +0000 2015