Comprehensive Wealth Management, LLC
A Registered Investment Advisor
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 excellent 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 - Peace of mind takes planning.
- Financial Planning - Your financial future is important. Don't trust it to just anyone.
- Mutual Funds - Your purchasing power at work.
- Retirement Planning - Charting a course for your retirement destination.
- 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.
Bruce Ferguson
AAMS
Financial Advisor
4400 East Broadway Blvd
Suite 500
Tucson, AZ 85711
Phone: 520-321-4100
Fax: 520-321-4102
Contact Us
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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