A complete list of active advisors currently associated with Comprehensive Wealth Services, LLC

Warmer can help you find a great advisor at Comprehensive Wealth Services, LLC or one who fits your needs even better.

Comprehensive Wealth Services, LLC provides portfolio management and financial planning primarily for high‑net‑worth individuals and their related entities (trusts, partnerships, foundations). The firm manages client accounts mainly through mutual funds, ETFs, and money managers and serves a small client base (34 clients) with about $91.7 million in assets under management across three advisors. The firm’s process begins with an in‑depth assessment of a client’s risk tolerance, tax situation, and time horizon to establish an asset allocation and investment policy statement; portfolios are implemented mostly on a discretionary basis and reviewed at least quarterly while underlying holdings are monitored more frequently. Comprehensive Wealth generally favors lower‑cost approaches—using funds and ETFs and expressing a preference to avoid higher‑cost active managers—while making adjustments when client circumstances or market conditions change. What is distinctive for this firm is its operational mix: it is owned by a holding entity and has ties to tax‑preparation and accounting activities (including tax services offered through an affiliated entity) and its advisors also operate as registered representatives of a broker‑dealer and as licensed insurance agents. Those affiliations mean the firm routinely coordinates with outside CPAs and attorneys and discloses potential conflicts where advisors may recommend commissionable insurance or brokerage products, and the firm documents these relationships and disclosure practices in its ADV.

To learn more about the advisors currently working at Comprehensive Wealth Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.