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Our Approach
Comprehensive Wealth Solutions, LLC ("CWS Global") is a fee only financial counseling and wealth management firm focusing both on the needs of corporate executives and other high net worth individuals through Managed Account Solutions and the needs of the everyday investor through our Allocation Advisory Services. We clarify issues, opportunities, goals and problems, then craft effective, insightful recommendations to assist our clients in achieving what they most want out of life.
Please view our CRS form here:
https://cwsglobal.advisorwebsite.com/sites/default/files/users/cwsglobal...
Please view our ADV Part 2a here:
https://cwsglobal.advisorwebsite.com/sites/default/files/users/cwsglobal...