Comprehensive Wealth Management, LLC Employee Directory

Financial ServicesWashington, United States11-50 Employees

Comprehensive Wealth Management, LLC is a financial services firm based in the Seattle area, operating from Lynnwood, Washington. The firm provides financial planning and investment management services for executives, professionals, and business owners, with fiduciary professionals guiding the development and implementation of comprehensive financial plans to help clients allocate, protect, and leverage assets. Their approach targets practical objectives such as college funding, wealth accumulation, and retirement planning, and includes portfolio management, estate planning, and mutual funds as components of integrated solutions.

Serving clients throughout the greater Puget Sound region, the firm positions itself as a local advisor focused on realistic goals and coordinated financial planning. In June 2025, Comprehensive Wealth Management helped organize a community Shred & E-Cycle event in collaboration with local partners and the Foundation for Edmonds Schools, reflecting engagement beyond core advisory services.

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