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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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In the era of "there's an app for that," #retirement softwares can't predict the future, truly know you, or care: http://t.co/322TqfZacG

Mon Mar 02 20:50:29 +0000 2015

Where has the time gone?! It's already March! Happy #Monday, friends. #Spring is almost here! http://t.co/afI1b1Nxf5

Mon Mar 02 18:41:38 +0000 2015

We will be conducting server maintenance & testing TODAY. During this time CWM’s website, ClientView & e-mail system will be down.

Sat Feb 28 16:00:59 +0000 2015