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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 small business owners.

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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Good Friday: Markets CLOSED. CWM offices closed for training & team building today, checking VM periodically. Enjoy the Holiday!

Fri Apr 18 15:05:51 +0000 2014

CWM offices closed for training & team building on 4/17 and Good Friday 4/18. Resuming regular office hours 4/21. Checking VM periodically.

Thu Apr 17 14:55:22 +0000 2014

#LivingRichly: If you're going to do something, do something that matters! http://t.co/qxEoJUISNm

Wed Apr 16 22:09:28 +0000 2014