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



Why Choose CWS


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 be working in the client’s best interest.  CWS does not earn commissions or accept any referral fees.  As a Registered Investment Advisor, CWS has a fiduciary responsibility to act in the client’s best interest.

Because we are a fee-only advisor, our advice and recommendations are unbiased and objective.

We want our clients to be confident in the decisions they make based on our recommendations.  Therefore, we will focus on making sure you are fully informed and have a complete understanding of the issues at hand.


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...