Comprehensive Wealth Management

Specialties

At Comprehensive Wealth Management, we strive to enhance the economic well-​being of our clients by offering access to a variety of investment and insurance products. Whether you want to save for retirement, fund a college education, or minimize taxes we are uniquely qualified to assist you. Services include:

Budgeting

Business Planning

Charitable Gifting

College Funding

Elder Issues

Employee Benefits

Estate Planning

Income Tax Issues

Insurance Planning

IRAs

Options

Portfolio Management

Profit Sharing

Qualified Plans

Retirement Planning

Rollover IRAs

Roth IRAs

SEPs

Simple IRAs

Succession Planning

Tax Planning

Valuation/​Continuity

Options Strategies

History

Established in 2001.

Comprehensive Wealth Management (CWM) is a financial planning and investment management firm that specializes in allocating, protecting, and leveraging assets for executives, professionals, and business owners.

Our team of dedicated professionals assists in the development of realistic goals and designs and implements comprehensive financial plans in order to provide creative solutions to achieve financial objectives such as college funding, wealth accumulation, and retirement.

Together, we’ll develop a unique comprehensive financial strategy to help you get what you want in life.