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Comprehensive Wealth Management, Inc. is a financial services firm offering investments through our broker dealer, LPL Financial.

 

Mission Statement

We provide our clients with sound financial advice backed by our focus on global investing and our high level of personalized service.  Our guiding principles are trust, competence, integrity, professionalism and confidentiality.

 

 

 

The 5 Star Professional Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management, among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Private Advisor Group, a registered investment advisor. Comprehensive Wealth Management and Private Advisor Group are separate entities from LPL Financial.
Links to:   FINRA   SIPC