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

‘Your return has already been filed.’ - 4 tax scams to watch out for: https://t.co/U4hEEzPkYi #taxes #scamalert

Thu Feb 11 17:06:16 +0000 2016

REMINDER for guests attending Sip, Savor, Indulge event tonight that we will be at DeLille Cellars CHATEAU - NOT the tasting room

Wed Feb 10 20:10:07 +0000 2016

‘Click here to update your #IRS records.’ - 4 tax scams to watch out for: https://t.co/U4hEEzPkYi #taxes #scamalert

Wed Feb 10 17:06:27 +0000 2016