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 CWM today for more information and to begin preparing for your financial future.

Appointment Request

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.

Learn More

With Gratitude at Thanksgiving we are Thankful for you. Wishing you all a Happy Thanksgiving! Just a reminder, the… https://t.co/xbV4PZOGDh

Wed Nov 21 18:18:08 +0000 2018

Go paperless, reduce waste. Login to https://t.co/GLbErNwAAM and sign up for paperless statements to save money and… https://t.co/GCfUsPUukA

Sat Oct 27 15:00:02 +0000 2018

Student Debt Weighs on Young Couple's Financial Outlook https://t.co/Gbm9lRXrRf

Thu Oct 25 21:00:02 +0000 2018