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

RT @tradingproverbs: Bearish Engulfing Pattern Find the rest here: https://t.co/mKvREVJtbu https://t.co/OHGxorVWvW

Fri Jul 29 16:07:39 +0000 2016

https://t.co/5EYIM8n72K

Fri Jul 29 15:40:26 +0000 2016

U.S. #homeownership rate fell to lowest level in more than 50 years in Q2 of 2016: https://t.co/S794b2I3nJ https://t.co/Lg4QeDGxGA

Thu Jul 28 22:50:14 +0000 2016