Your trusted financial advisor

Personalized financial planning, investment management, and tax planning.

Comprehensive Wealth Services LLC is a fee only financial planning and tax compliance firm serving corporate executives, high net worth individuals, family offices, and small business owners.

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Fee-only

As a fee-only advisor, CWS operates free from the endless scandals that plague nearly every large firm. We will sell you no products, and you will never pay commissions on your investments.

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Fiduciaries

We are fiduciaries that truly serve our clients' best interests. We do not accept any type of compensation that could create a conflict of interest. 

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Personalized Approach

You deserve financial solutions tailored to you. Enjoy the benefits of a personal relationship with your advisor, and avoid the off-the-shelf recommendations many larger firms would offer.

Our goals

  • Serve as your trusted advisor helping you to arrive at the best financial decisions for your personal situation.
  • Assist you in identifying and attaining achievable goals.
  • Help you maximize the resources you have available to you.
  • Provide you with peace of mind over your financial affairs so you can focus on the other aspects of your life that deserve and require your attention.
  • Serve and contribute in a meaningful way to our community and profession.

Comprehensive Wealth Services LLC
55 Madison Avenue, Suite 400
Morristown, New Jersey 07960

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Comprehensive Wealth Services, LLC is a Registered Investment Advisor. This website is for informational purposes, and no financial advice may be given without a client agreement in place.