Comprehensive Wealth Management

Comprehensive Wealth Management is a Financial Planner in Lynnwood, WA. The firm specializes in investment management, helping clients determine when and how to retire through personalized financial planning, estate planning, and pension plan design. Their services include retirement planning, tax strategies, and managing fiduciary assets such as conservatorships, guardianships, and Special Needs Trusts. The firm serves clients throughout Southern California, including the Los Angeles, Orange, San Diego, San Bernardino, and Riverside counties, as well as Ventura.

The firm was established in 2005 by President and CEO Bob Farmer, who has provided investment services since 1987. The team utilizes a collaborative approach to address investing principles, risk management analysis, and estate conservation. Their methodology focuses on building personalized portfolios designed to meet long-term objectives by considering individual lifestyle needs, age, and income requirements. The firm also offers specialized expertise in tax-advantaged investing and managing assets for the entertainment industry.

Located on 188th St SW, the office is situated near the Virginia Mason Lynnwood Medical Center and is a short distance from the Alderwood Towne Center.

The business maintains well-documented information online, ensuring that their professional details are easily accessible. Their digital presence is well-optimized, allowing for clear and clean readability by search engines.

Comprehensive Wealth Management provides dedicated financial guidance and personalized investment strategies for families and individuals in Lynnwood.