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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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What's the best piece of life advice you've ever received? #inspiration

Fri Mar 06 17:01:16 +0000 2015

TAX QUIZ: Is the #money you put in a Roth IRA: A) Pretax B) Post-tax C) Neither | 42% of Americans answered correctly.

Thu Mar 05 23:50:10 +0000 2015

The % of money U.S. consumers spend on #healthcare rose in 2014 for 3rd straight year, 20.6% of income #spending http://t.co/7KzywuCfp5

Thu Mar 05 23:15:40 +0000 2015