4400 East Broadway Blvd
Suite 500
Tucson, AZ 85711
Phone: 520-321-4100
Fax: 520-321-4102
Contact Us

Map & Directions

Services

At Comprehensive Wealth Management, we provide services to those who have an interest in financial independence, or have already attained financial freedom. While managing your assets, we focus on allocating the assets to coincide with an investment strategy that you are comfortable with. We make sure that your portfolio is well-diversified to help manage risk, as well as, maintain proper asset allocation.

Rebalancing is vital when investing. We monitor investment performance, evaluating changes in securities holdings and ensure the proper changes take place to maintain desired asset allocation. We will work in conjunction with your tax professional to review your tax situation and to see how your portfolio can be managed with tax considerations in mind. Offering clients a low-cost structure is imperative to us and that is why we give you professional advice below normal market expense.

• Asset Allocation - Asset allocation versus diversification - what's the difference?
• Asset Management - Discover the benefits of professional asset management.
• Estate Planning - Trust services for the preservation of assets and the fulfillment of wishes.
• Financial Planning - Your financial future is important. Don't trust it to just anyone.
• Mutual Funds - Your purchasing power at work.
• Retirement Planning - In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
• Stocks - How do stocks fit into my financial plan?
• College Planning - What will it take to deliver the dream?
• Bonds - Are bonds right for you?
• 401(k) - What to expect from your 401(k) advisor.