Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Home Page content

Mission Statement

As your financial advisors, we will work diligently to eliminate the financial dangers that you fear; to assist you in realizing the financial opportunities available to you; and to reinforce and build upon the financial strengths that you currently have in place.

Welcome to Comprehensive Wealth Solutions LLC

Comprehensive Wealth Solutions LLC is an independent financial planning and wealth management firm that provides investment advisory and insurance solutions for: individuals, families, small businesses, non-profit organizations, foundations and trusts. Have you ever used a GPS or map to get to your desired location? The Financial Goal Planning Strategies (GPS) program is our primary financial planning system that will help keep you on track when striving to achieve your financial goals, while avoiding the pitfalls, obstacles and risks that may get in the way. We take a team approach to our financial planning and will work with your accountant and attorney to ensure all aspects of your financial plan are addressed. Talk to Jake and/or Brent today about their Financial GPS planning program that has helped clients achieve their financial goals.