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Comprehensive Wealth Management, LLC
       
 
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Comprehensive Wealth Management, LLC
 
 
Overview: 

Comprehensive Wealth Management is your local Seattle and Bellevue area financial planning and investment management firm that specializes in allocating, protecting, and leveraging assets for executives, professionals, and business owners.
At Comprehensive Wealth Management, we strive to enhance the economic well-being of our clients by offering access to a variety of investment and insurance products. Whether you want to save for retirement, fund a college education, or minimize taxes we are uniquely qualified to assist you. Services include:

   Asset Protection
   Budgeting
   Business Planning
   Charitable Gifting
   College Funding
   Elder Issues
   Employee Retirement Plans
   Estate Planning
   Family Steward       (i.e. Family Office)

   Income Tax Issues
   Insurance Planning
   IRAs
   Legacy / Succession Planning
   Lifestyle Planning
   Options Strategies
   Portfolio Management
   Profit Sharing
   Qualified Plans

   Retirement Planning
   Rollover IRAs
   Roth IRAs
   SEPs
   Simple IRAs
   Tax Planning
   Valuation/Continuity


 
 
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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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