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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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Update! The office will be closed Monday 12/31/18. Have a Happy & Safe New Year's Eve! https://t.co/mtzn2MxiIT

Thu Dec 27 18:03:09 +0000 2018


Tue Dec 18 19:03:20 +0000 2018

Like any aspect of financial planning, thinking strategically allows us to maximize the value of charitable giving… https://t.co/xbzeTFEvk8

Thu Dec 13 19:48:00 +0000 2018