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

#Bank fees rise - Average out-of-network ATM fee is now $4.52 - up 21% over the past 5 yrs. Source: USA Today http://t.co/yHnh9zoe5e

Wed Oct 07 15:05:39 +0000 2015

Research found 1 #exercise session won’t completely reverse effects of sitting, moving throughout the day is best: http://t.co/o6uuEpSM7B

Tue Oct 06 16:55:43 +0000 2015

Stocks logged their worst quarterly loss in 4 years. Are we in for a #bearmarket, or is the bottom in sight? http://t.co/iN1Azrvg4I

Tue Oct 06 15:50:13 +0000 2015