Comprehensive Wealth Management (CWM) is a family-owned wealth management firm committed to delivering personalized financial solutions that align with clients’ unique goals and values. Operating as a 100% fiduciary, Registered Investment Advisor (RIA), CWM offers a holistic approach to financial planning, emphasizing high-touch, individualized service.

Their team of experienced advisors specializes in comprehensive financial planning, investment management, retirement strategies, and estate planning, ensuring that clients receive unbiased advice focused solely on their best interests. By transitioning exclusively to an RIA model, CWM enhances its ability to provide dedicated, client-centered guidance that fosters financial security and peace of mind.

For more information or to schedule a consultation, visit comprehensivewealthmanagement.net.​

  • Services: Financial Planning, Investment Management, Retirement Strategies, Estate Planning​

  • Address: 7500 Highway 55, Suite 125, Golden Valley, MN 55427​

  • Phone: 952-405-6000​

  • Website: comprehensivewealthmanagement.net