Boca Raton, FL Real Plaza Office

Comprehensive Wealth Solutions serves individual investors — including high‑net‑worth clients — as well as retirement plans, trusts, estates and business entities, offering financial planning, discretionary portfolio management, and the selection of third‑party advisers. The firm delivers written financial plans and ongoing portfolio monitoring with rebalancing and implementation tailored to each client’s objectives.

The firm’s investment approach emphasizes asset allocation and the selection of third‑party portfolio managers rather than in‑house quantitative or qualitative analysis of individual securities; it implements discretionary authority for day‑to‑day trading and monitors third‑party manager performance for alignment with client goals. Clients may also access third‑party cash management solutions and the firm facilitates relationships with custodians and outside managers as part of its advisory services.

A distinctive feature is the firm’s affiliation with accounting professionals: associated persons are certified public accountants and the firm may recommend or provide accounting and tax services through those affiliates, a practice that is uncommon among similar team firms and that can create additional conflicts of interest to consider. The firm also operates with a relatively compact advisory team and a modest client roster for its asset base, and some associated persons hold insurance licenses, so clients may encounter an integrated mix of investment, tax/accounting, and insurance offerings.