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 CMW today for more information and to begin preparing for your financial future.

Appointment Request

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.

Learn More

48% of Gen X and Y feel incredibly behind on crucial #retirement savings: http://t.co/xf4qAj4fHq #saving #wealthmanagement

Tue Sep 30 19:05:42 +0000 2014

“Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.” –Sir John Templeton

Tue Sep 30 15:48:32 +0000 2014

What's the secret to a long, happy life? Let's take notes from those who know! http://t.co/h0V0zQDkyr

Mon Sep 29 19:30:00 +0000 2014