OUR PROCESS

Understanding

Your Goals, Desires, and Objectives Come First. The CWMG is a financial planning and investment management firm serving the needs of private investors and small businesses. Guided by our proactive business philosophy, we have developed a highly valued business by focusing first and foremost on client needs. We believe our clients deserve a higher level of attention to their investment strategy and management of their wealth. We work closely with each client to design, implement, and monitor a strategy that reflects their specific investment objectives and tolerance for risk. We also strive to follow systematic processes that address every aspect of their financial lives.

Experience

When you partner with the Comprehensive Wealth Management Group, you benefit from the strength and stability of our experienced management team and the individual attention of your own personal financial consultant. The Comprehensive Wealth Management Group offers you honest, unbiased guidance, as we understand the challenges you face. At your first meeting, we will sit down with you and ask about your hopes, your concerns and your dreams. We will ask you about your experience with investing and how comfortable - or uncomfortable - you are with risk. We will listen closely to your answers and then we will candidly discuss the challenges that you face.

Integrity

As an independent financial management firm, we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial success on your terms. Our consultants believe in personalized, unbiased advice. The Comprehensive Wealth Management Group is a privately held, independent investment services provider. We are free to choose the tools that best help you to pursue your financial goals.

Our independence is supported by LPL Financial, the nation’s largest independent broker/dealer.* The firm provides a comprehensive array of tools and resources to independent financial advisors, enabling them to provide objective financial guidance to their clients.

  • As reported by Financial Planning Magazine, June 1996–2014, based on total revenue.