Hero

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

Appointment Request

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.

Learn More

"The four most dangerous words in #investing are: 'this time it's different.'" -J. Templeton

Fri May 26 19:10:08 +0000 2017

The CWM office will be closed on Monday, May 29th in observance of Memorial Day. https://t.co/G6tzblQoGc

Fri May 26 16:40:29 +0000 2017

#NationalWineDay is a great reminder to protect your assets: https://t.co/FVIBvZpG05

Thu May 25 22:00:28 +0000 2017