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

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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.

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We love when our clients bring their kids. Thanks to Parker for this wonderful masterpiece in… https://t.co/Toab3cKSap

Thu Apr 28 19:25:06 +0000 2016

Whether you're a working couple with kids or a music mogul, no will is a big problem: https://t.co/BL89ZfyA9d #Prince #CWM #planforthefuture

Thu Apr 28 15:55:12 +0000 2016

A lot changes in #retirement, including your #expenses: https://t.co/fW0zDSazme

Wed Apr 27 18:50:31 +0000 2016