Comprehensive Wealth Solutions, LLC ("CWS Global") is a fee only financial counseling and wealth management firm focusing both on the needs of corporate executives and other high net worth individuals through Managed Account Solutions and the needs of the everyday investor through our Allocation Advisory Services. We clarify issues, opportunities, goals and problems, then craft effective, insightful recommendations to assist our clients in achieving what they most want out of life.
CWS offers our clients a long-term relationship with an unbiased personal advocate backed by expertise in all areas of personal financial planning and wealth management and supported by a commitment to the effective integration of technological tools throughout the planning process.
Our vast experience and expertise in this marketplace enables us to provide our clients with a high degree of insight, efficiency and effectiveness. Our clients receive and appreciate the benefits of a long-term relationship with a trusted advisor. We have structured and staffed our organization to provide a strong level of continuity and consistency. Our experience and technical expertise provides clients of our firm with confidence that any type of opportunity, situation, question, concern or problem can and will be effectively, efficiently, and confidentially handled.
We are a fee only wealth management firm focused on providing comprehensive, quality investment advice to our clientele. We also offer comprehensive wealth counseling in all areas of personal financial planning, including tax management, insurance planning, and estate planning.
Please view our Form CRS here: https://cwsglobal.advisorwebsite.com/sites/default/files/users/cwsglobal...
Our long-term vision is to enhance and enrich the lives of our clients and their families, to have a positive impact on our community, profession, and workplace while at the same time enhancing and enriching our own lives and those of our family members.
We strive to provide our clients with clear, sound counsel as it relates to any aspect of personal finance and/or wealth planning. In this way we provide value and peace of mind to our clients through our planning and advisory processes that are second to none in our industry.
We work to be a leader in our profession through the quality and progressiveness of our business practices. We are committed to utilizing the best available technological tools to enhance our efficiency and effectiveness. Our goal is to provide the highest degree of professionalism and highest quality of work to our clients.
We encourage and help our employees reach their professional and personal goals through a dynamic and productive workplace that enables us to leverage our most important resource; the experience, professionalism and expertise of our people in combination with sound, proven technological tools.