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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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“The #stock #market is filled with individuals who know the #price of everything, but the #value of nothing.” – Phillip Fisher

Wed Mar 01 17:10:22 +0000 2017

“The four most #dangerous words in #investing are: ‘this time it’s different.’” – Sir John Templeton

Wed Mar 01 02:00:20 +0000 2017

Your 40's aren't too late to start #saving for #retirement. Neither are your 50's. #betterlatethannever

Tue Feb 28 23:05:05 +0000 2017