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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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One of most valuable services we provide our clients is protecting their future self from their present self. -B. Lockett #Moneysmarts #CWM

Mon May 23 21:47:35 +0000 2016

2.1 billion people age 60+ expected in 2050 vs 901 million in 2015 #humanpopulation https://t.co/arzXp6DI4a

Sat May 21 15:45:18 +0000 2016

Thanks to @MarkZinder for a great presentation last night! #MarketOutlook2016

Fri May 20 19:45:13 +0000 2016