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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 free 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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Federal student #debt among Americans 65+ increased sixfold since 2005, reaching $18.2 billion in 2013: http://t.co/CUgdCrVTVV

Fri Sep 19 19:15:40 +0000 2014

“Success consists of going from failure to failure without loss of enthusiasm.” ~ Winston Churchill

Fri Sep 19 16:10:53 +0000 2014

Scots woke up on this morning to the news that 55% of voters had voted against #independence: http://t.co/cRuvGcM8hX

Fri Sep 19 15:51:48 +0000 2014