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

Comprehensive Wealth Solutions, LLC
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About Us

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.

CWS offers our clients a long-term relationship with an unbiased personal advocate backed by expertise in all areas of personal financial planning and wealth management and supported by a commitment to the effective integration of technological tools throughout the planning process. 

Our vast experience and expertise in this marketplace enables us to provide our clients with a high degree of insight, efficiency and effectiveness.  Our clients receive and appreciate the benefits of a long-term relationship with a trusted advisor.  We have structured and staffed our organization to provide a strong level of continuity and consistency.  Our experience and technical expertise provides clients of our firm with confidence that any type of opportunity, situation, question, concern or problem can and will be effectively, efficiently, and confidentially handled.

We are a fee only wealth management firm focused on providing comprehensive, quality investment advice to our clientele. We also offer comprehensive wealth counseling in all areas of personal financial planning, including tax management, insurance planning, and estate planning.

Please view our Form CRS here:  https://cwsglobal.advisorwebsite.com/sites/default/files/users/cwsglobal...

 

 

Our Vision

Our long-term vision is to enhance and enrich the lives of our clients and their families, to have a positive impact on our community, profession, and workplace while at the same time enhancing and enriching our own lives and those of our family members. 
 
We strive to provide our clients with clear, sound counsel as it relates to any aspect of personal finance and/or wealth planning.  In this way we provide value and peace of mind to our clients through our planning and advisory processes that are second to none in our industry. 
 
We work to be a leader in our profession through the quality and progressiveness of our business practices. We are committed to utilizing the best available technological tools to enhance our efficiency and effectiveness. Our goal is to provide the highest degree of professionalism and highest quality of work to our clients.
 
We encourage and help our employees reach their professional and personal goals through a dynamic and productive workplace that enables us to leverage our most important resource; the experience, professionalism and expertise of our people in combination with sound, proven technological tools.
 

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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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