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.