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In this complicated world, savvy investors rely upon a collaborative team of experienced professionals to help them pursue their goals. As your partner and central advisor, CWM understands that holistic wealth management requires a coordinated approach. With this in mind, CWM has compiled a professional directory of prudent industry colleagues who meet our high standards for client service, and whom we trust to help guide you on your path to living richly.

  • Brent Hagen, CPA, The Hagen Firm, Edmonds, WA
  • John E. Town, CPA, Newman Town, Kirkland, WA
  • Scott Eastham, CPA, EFG CPAs, Everett, WA
  • Rick Foster, CPA, EFG CPAs, Everett, WA
    • Read Rick Foster's insights on end-of-year tax planning in his guest blog post.
  • Theresa Gill CPA, EFG CPAs, Everett, WA 
CWM Professional Directory

These professionals are not affiliated with Comprehensive Wealth Management, LLC (CWM) or Independent Financial Group, LLC (IFG). Neither CWM nor IFG receive compensation for any recommendation or endorsement and neither organization is responsible or liable for any product or service provided by outside professionals.

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