General Info

Located in Lynnwood, Wash., Comprehensive Wealth Management, LLC is a financial planning and investment management firm. It specializes in allocating, protecting, and leveraging assets for executives, professionals and small business owners. The company offers a broad range of services, such as budgeting, estate planning, portfolio management, option strategies, college funding, profit sharing, succession planning and elder issues, among others. The company is a member of the Bellevue Arts Museum (BAM), South Snohomish County Chamber of Commerce, BYU Management Society and Sno-King Youth Club.