Welcome to Comprehensive Wealth Strategies!


At Comprehensive Wealth Strategies we have a unique way in which we handle each of our clients! We approach financial planning holistically using integrity and core values not only to build true wealth, but also to protect the wealth through all the changing chapters of your life. Unlike financial firms built on a boilerplate approach, Comprehensive Wealth Strategies can integrate the right investments, protections, and providers for your own unique goals and needs. We help you take the edge out of living in today’s uncertain times. Our financial professionals and investment advisors walk with you as the economy changes and your needs and dreams evolve. We take a structured approach to investing, and do it with results and personal service that have made Comprehensive Wealth Strategies a well-regarded financial planning and investment management firm in the Mid-Atlantic region. In fact, our firm is often “handed down” generation to generation as families continue to rely on Comprehensive Wealth Strategies to protect their wealth, their future … and their financial confidence.

  Check the background of this firm on FINRA's BrokerCheck.

Deferred Compensation in College Football

A popular sports meme says "Football is life. Everything else is just details." Based on recent news, a variation might be "Football is life (insurance). Check out the details." A Freedom of Information Act request regarding the compensation agreement for University of Michigan ...

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.
OSJ: 1767 Sentry Parkway West Suite 200, Blue Bell PA.
267-468-0822 PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Comprehensive Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian.

This material is intended for general public use. By providing this material, Guardian is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.

Important Disclosures

2015-6636 Exp 6/17

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