High-touch. Holistic. Intentional.

Comprehensive Wealth Management is a Pacific Northwest wealth-management firm that partners with clients to articulate and pursue their lifestyle goals. Our high-touch, client-focused investment planning and implementation makes us the first call for executives, business owners and other thoughtful investors looking to prudently strengthen their financial health holistically and intentionally.

With a singular focus on exceptional customer service, our empowered team of advisors and engaged professionals offers personalized wealth management services to align with your lifestyle goals at every stage of life.

What's your idea of

Living Richly?

Travel. Passion projects. Family. Work-optional lifestyles. There are countless ways to live richly by supporting the personal freedom to pursue ambitions and lifestyle goals beyond the sum of your financial accounts. Tell us what living richly means to you, and we’ll help craft an intentional, holistic plan with your goals in mind.

Explore what it means to Live Richly

How Can We Help?

To learn more about how CWM can partner with you to develop a cohesive, prudent strategy to confidently pursue your lifestyle and financial goals, schedule a complimentary phone call with one of our advisors.

Schedule phone call