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




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
MoneyGuidePro SMART Portal
Dimensional Fund Advisors


Recommended Reading

CFP Board’s Consumer Guide to Self-Defense
10 Questions to Ask When Choosing a Financial Planner
FINRA Investor Website

Is it Different This Time?
(video that examines the financial press during times of market turmoil)
DFA Funds Articles



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...