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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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Wed Mar 04 01:55:16 +0000 2015

RT @FinanceHipster: Regarding stock market performance, "six of the 10 best days occurred within two weeks of the 10 worst days." #jpmorgan

Tue Mar 03 23:46:39 +0000 2015

RT @FinanceHipster: There is a 47% chance that one spouse will live to age 90 or beyond. #jpmorgan #guidetoretirement #reasonstosave

Tue Mar 03 23:46:31 +0000 2015