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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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RT @rPagliarini: We all want to splurge now and then, but try spending money on memorable experiences instead of flashy items https://t.co/…

Mon Jan 23 20:16:58 +0000 2017

A visualization of the 2016 presidential #election... https://t.co/IVA7W0JfmT

Mon Jan 23 20:00:42 +0000 2017

#Stocks and the first 100 days of presidency historically: https://t.co/3w8uVMCzLO

Sat Jan 21 02:00:18 +0000 2017