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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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RT @BruceVH: From there to here, and here to there, funny things are everywhere. - Dr. Seuss

Tue Sep 16 22:51:43 +0000 2014

#Retire anywhere but these 15 cities: #retirement http://t.co/iavXwQFeLX

Tue Sep 16 18:55:25 +0000 2014

CWM President, Shilo Lockett attended the #SeattleChamber luncheon yesterday feat. #Microsoft CEO #SatyaNadella: http://t.co/TlQo2QSlgp

Tue Sep 16 16:55:04 +0000 2014