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

#LivingRichly: Everyone faces obstacles. How you deal with those obstacles defines who you are & ... http://t.co/dkx3h6VGC7

Fri Dec 19 01:50:19 +0000 2014

Dreaming of a white #Christmas? Here’s where that’s likely…(Source: http://t.co/sAcrcnJFbJ) http://t.co/wyeJTQtDpi

Thu Dec 18 23:10:16 +0000 2014

Don’t ruin your holidays by falling for this email malware #scam floating around: http://t.co/a8pjsZLmL4 #security

Tue Dec 16 20:10:32 +0000 2014