How Fiduciaries Put Clients First

At Comprehensive Wealth Management, our advisors are fiduciaries, the concept of "you before me" - a model we consider to be the lifeblood of our business. We are obligated to put clients' needs ahead of our own in two ways:

• First, being registered with the Securities Exchange Commission (SEC) as a Registered Investment Advisor (RIA) means we are legally held to this standard.
• Second, our advisors who hold the Certified Financial Planner™ (CFP®) professional designation (including members of the CWM team) are required to put their clients' interests first at all times.

As an independent, family-owned firm, team members at CWM are both obliged and encouraged to focus on the financial tools and strategies that are right for each client. We further underscore our fiduciary commitment with years of education and ongoing training for our advisors.