Founded in 2004, Comprehensive Wealth Services has been serving clients like you for nearly 20 years.
As fee-only and fiduciary advisors, we are dedicated to giving you unbiased and well-informed advice and always acting in your best interest. We accept no commissions, referral fees, or any types of compensation which could create a conflict of interest.
We strive to create a personal relationship with our clients, and by listening to and understanding your goals and situation, we can offer tailored financial advice. Our clients are unique and diverse, and their financial plan and investment strategy should be as well.
Our holistic approach to financial planning allows us to avoid the scalable advice and planning found at many larger firms, and it ensures that you get the most out of your financial advisor.
Jeremy Klopper is the founding principal of Comprehensive Wealth Services and has been working in the financial services industry for close to 30 years. His prior experience includes working in a retail brokerage, a boutique financial planning firm, and a big four accounting firm. In 2004, using his broad experience, Jeremy founded Comprehensive Wealth Services LLC.
Prior to CWS, Jeremy served in several roles in the Florham Park office of PricewaterhouseCoopers LLP. In addition to working with senior Executives on personal tax and financial planning, he developed curriculum and taught financial planning continuing education to firm staff on a national level. Jeremy also produced a continuing education training video and taught full day financial planning seminars at firm client companies.
Jeremy is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an IRS Enrolled Agent. Both of these credentials carry ethical requirements as well as extensive continuing education requirements.
Jeremy earned his undergraduate degree from Moravian University in Bethlehem, PA with a major in Economics. He earned his MBA from Fairleigh Dickinson University with a major in Finance.
He lives in Randolph, NJ with his wife and two children and enjoys cycling, boating, and playing various sports for recreation.