Intentional Management of a Well-Deserved Retirement

There are unlimited ways to define a ‘retirement.’ For many, it conjures daily adventures with the grandchildren or the freedom to travel the world. For others happily sunsetting their careers to launch small businesses or freelance engagements, the term ‘work-optional lifestyle’ is a better fit.

Whatever your ideal for this stage, CWM partners with you to develop, manage and implement purposeful financial plans through a holistic lens of your lifestyle goals and long-term needs. We work as a central advisor, collaborating with your financial and legal experts to create a seamless experience, helping to ensure your portfolio supports your idea of living richly in retirement.

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 enjoying their retirement can count on CWM’s proprietary approach to financial planning and management, which aims to preserve and protect your hard-earned assets by pursuing Real Returns, or the risk-adjusted return necessary to support your singular objectives. In addition to guiding your investments and potential portfolio growth, our team will work with you to develop a customized distribution strategy, supporting your financial and lifestyle goals for today, tomorrow and beyond.

We serve as your trusted advisor, providing experienced 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.

Morgan Orford, Chief Investment Officer