As your financial advisors, we will work diligently to eliminate the financial dangers that you fear; to assist you in realizing the financial opportunities available to you; and to reinforce and build upon the financial strengths that you currently have in place.
Welcome to Comprehensive Wealth Solutions LLC
Comprehensive Wealth Solutions LLC is an independent financial planning and wealth management firm that provides investment advisory and insurance solutions for: individuals, families, small businesses, non-profit organizations, foundations and trusts. Have you ever used a GPS or map to get to your desired location? The Financial Goal Planning Strategies (GPS) program is our primary financial planning system that will help keep you on track when striving to achieve your financial goals, while avoiding the pitfalls, obstacles and risks that may get in the way. We take a team approach to our financial planning and will work with your accountant and attorney to ensure all aspects of your financial plan are addressed. Talk to Jake and/or Brent today about their Financial GPS planning program that has helped clients achieve their financial goals.
We offer comprehensive financial planning services and strategies to help our clients achieve their goals.
Our highly qualified team will work with: integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence on your behalf. Click below to read more about our team.
We understand that life is a process and that your financial goals must evolve and adapt in order to keep up. It seems that change is constant, but the one thing that will not change is our commitment to our clients.