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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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CWM will be closed in observance of the Labor Day Holiday, Monday, 9/7. Have a safe and wonderful holiday weekend!

Fri Sep 04 21:48:01 +0000 2015

“The man who asks a question is a fool for a minute, the man who does not ask is a fool for life.” –Confucius

Fri Sep 04 16:05:42 +0000 2015

#TBT: In 1962, 125 shares of Berkshire Hathaway cost $1,000. Today would cost $25.4M - Src: http://t.co/ICXekmPdC1 http://t.co/AFLUawDeZR

Thu Sep 03 19:10:23 +0000 2015