Making the Final Earning Years Count

While your professional goals and personal ambitions are still at the forefront, your retirement – the reward for all that hard work, intentional planning and prudent saving – is getting closer on life’s horizon. Financially, the pre-retirement stage marks a shift in strategy from accumulating assets to preserving your portfolio, while still bolstering investments with sustainable, risk-appropriate growth opportunities.

CWM serves as your partner in developing and implementing a sound financial strategy to put your mind at ease in the years leading up to retirement, and to support your transition to this well-deserved next stage

CWM's Approach

We understand the unique priorities that emerge at each stage of life and are mindful to align your plan’s goals and risk tolerance accordingly. Clients approaching retirement can count on CWM’s team of fiduciaries to work to preserve their hard-earned assets using our proprietary approach to pursue Real Returns, or the risk-adjusted return necessary to support your goals. For any stage and lifestyle goal, we serve as your trusted advisor, providing professional consultation to inform and implement a personalized strategy for you.

* Comprehensive Wealth Management, LLC does not offer tax or legal advice. Please consult your CPA or attorney for specific tax or legal questions.

Comprehensive Offerings
Tailored Financial Plans

Learn more about CWM’s comprehensive services and our purposeful approach to financial planning and wealth management for emerging and established professionals. Our methodology is designed to manage risk and minimize volatility, driving Real Returns to support your key objectives.


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A Commitment to
Our Clients

At CWM, we are committed to creating a purposeful, high-touch experience for our clients. As a fiduciary, our decision-making process is always designed around our clients’ individual needs and goals. We are proud to serve as your holistic, strategic partner in financial and lifestyle planning.

Jason Heid, CFP®, Financial Planner