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Contact Us

4100 194th St SW, Suite 205
Lynnwood, WA 98036

phone  (425) 778-6160
           (800) 268-2440
fax      (425) 778-8896

e-mail

General Questions: Info@ComprehensiveWealth.com

Check Requests: CheckRequests@ComprehensiveWealth.com

This e-mail address is intended for clients to request checks and wire transfers from their investment accounts. Please allow 7-10 business days for your check to arrive.

Tax Questions: TaxInfo@ComprehensiveWealth.com

This e-mail address is intended for general tax questions and information. As we may need to conduct additional research to accurately answer all questions, please allow 3 business days to receive a response.

CWM is not licensed to provide specific accounting, tax, or legal advice nor will it prepare any accounting, tax preparation, or legal documents for clients. Clients are urged to work closely with his / her attorney, CPA or accountant, and any other professionals deemed necessary.

Questions about online account access: Marford@ComprehensiveWealth.com 




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