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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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WOOHOO! Today calls for a celebration! CWM team member Marc passed his Series 66! CONGRATS! http://t.co/erBZljXryP

Thu Jul 31 22:19:52 +0000 2014

You didn’t start saving early - 5 Obstacles to Early #Retirement: http://t.co/go5BVb2QnB

Thu Jul 31 18:55:32 +0000 2014

Will you? #inspiration http://t.co/sdCh47kfva

Thu Jul 31 16:43:43 +0000 2014