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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 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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#Travel plans in the States this summer? The most popular attractions in each state: http://t.co/MmYv1oQvYW

Mon Apr 20 22:05:13 +0000 2015

AR, NV, and MS make up the lowest 3 financially literate states in the US: http://t.co/dCd4i0vGlW #financialliteracy

Mon Apr 20 21:10:16 +0000 2015

NH, UT, and MA make up the top 3 financially literate states in the US: http://t.co/dCd4i0vGlW #financialliteracy

Fri Apr 17 19:05:23 +0000 2015