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Comprehensive Wealth Solutions, LLC
  •  Tel: 877-294-4979
  •  Fax: 561-423-0165

Comprehensive Wealth Solutions, LLC
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Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Mission

your success is our only mission

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About Us

 

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Comprehensive Wealth Counseling

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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...

Learn more...

433 Plaza Real Suite 275
Boca Ration, FL
33432 United States

  •  Tel: 877-294-4979
  •  Fax: 561-423-0165
  •  information@cwsglobal.com

Comprehensive Wealth Solutions, LLC ("CWS Global") is an SEC registered investment adviser located in Boca Raton, FL. CWS Global and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which CWS Global maintains clients. CWS Global may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements.

CWS Global's web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of CWS Global’s web site on the Internet should not be construed by any consumer and/or prospective client as CWS Global’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, the information resulting from the use of tools or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from CWS Global.

Any subsequent, direct communication by CWS Global with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of CWS Global, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov or the state securities law administrators for those states in which CWS Global is registered. A copy of CWS Global’s current written disclosure statement discussing CWS Global’s business operations, services, and fees is available from CWS Global upon written request.

CWS Global does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CWS Global’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website is a publication of Comprehensive Wealth Solutions, LLC.  Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Content does not involve the rendering of personalized investment advice and should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. A professional adviser should be consulted before implementing any of the strategies presented.

Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.

Comprehensive Wealth Solutions, LLC, is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. There are no assurances that an investor’s portfolio will match or outperform any particular benchmark.

Dimensional Fund Advisors, Folio Institutional, and Comprehensive Wealth Solutions, LLC, are separate legal entities.

 

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