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

LinkedIn

 
 

Resources

At CWS, we provide a comprehensive suite of wealth management services. Our goal is to become your most trusted advisor and personal CFO; you should feel comfortable discussing any issues with us that are important to you and your family.

 

Important Links

Charles Schwab  https://www.schwab.com/
MoneyGuidePro SMART Portal  https://www.moneyguidepro.com/guests.aspx
bigVault https://www.bigvault.com/defaulthome/login/visitor_login.asp
Dimensional Fund Advisors http://www.dfaus.com/

 
 

Recommended Reading

CFP Board’s Consumer Guide to Self-Defense  http://www.cfp.net/learn/financialselfdefense/
10 Questions to Ask When Choosing a Financial Planner http://www.cfp.net/learn/knowledgebase.asp?id=6
FINRA Investor Website http://www.finra.org/Investors/index.htm

Is it Different This Time?
(video that examines the financial press during times of market turmoil) http://dimensional.adobeconnect.com/isitdifferentthistimeusp/
DFA Funds Articles http://www.dfaus.com/firm/mediacenter.html

 
 

Compliance

Forms ADV Part II (PDF)
Privacy Policy (PDF)

 
 
 
 
 

Comprehensive Wealth Services is a fee-only financial planner. Many consumers agree that an advisor whose compensation can change based on the financial product that (s)he recommends or sells to the client may not...

 
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