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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 CMW 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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Brian Lockett featured in Seattle Times Sunday - #financialplaning for a recently divorced Seattlite. Read: http://t.co/j9LM6U1cea

Mon Jun 29 19:15:17 +0000 2015

Kids & teens watch everything we do - 7 Bad #Money Habits You’re Teaching Your Kids: http://t.co/tsyOyFOqB1 #PersonalFinance

Mon Jun 29 16:15:29 +0000 2015

Happy #MotivationMonday! May you conquer the mountains of the day, and make great progress on those larger mountains http://t.co/JKKAiNmejL

Mon Jun 29 15:05:18 +0000 2015