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


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.

Our goal at Comprehensive Wealth Services LLC is to:


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 piece 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.


Fee Only

As a fee-only advisor, CWS operates completely independent and free from the endless scandals that plague nearly every large firm.

We are fiduciaries that truly serve in our clients' best interests. We do not accept any commissions, referral fees, or other types of compensation that could create a conflict of interest.