Comprehensive Wealth Solutions

Comprehensive Wealth Solutions This is the official page of Comprehensive Wealth Solutions. Please see cwsfbo.com for full disclosures. Clients come first, that is our promise.

Mission Statement – Comprehensive Wealth Solutions

Our role is to help our clients make informed decisions about their financial future and provide them with a strate-gy that is consistent with their vision and values. We take a client centered approach to your wealth management and work diligently to provide an elite level of customer service. This includes everything from answering phone call

s promptly, to regular reviews of your plan, to coordi-nating your team of professional advisors. You can be assured that we pro-vide an environment of complete independence and un-compromising integrity.

“Providing Big Time Advice the Small Town Way”

Ever wondered what ETFs are (and no, we're not talking about electronic transfers)? Check out this simple guide that bre...
02/02/2026

Ever wondered what ETFs are (and no, we're not talking about electronic transfers)? Check out this simple guide that breaks down everything you need to know about this popular investment option!

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

02/02/2026

We have exciting news!!! CWS moved offices and our new address is 1801 Green Street....Faribault MN (for our local clients this was the Weichert Realtors building off of Hwy 21). Please be patient with us as we will be working on some remodeling in the coming weeks, but will be here working diligently to serve our existing clients. We are also open to new clients so feel free to stop by or call and set an appointment to meet with Jake or Brent!!!

Check out this informative video on bull and bear markets to better understand how the stock market works!
01/30/2026

Check out this informative video on bull and bear markets to better understand how the stock market works!

Learn about the difference between bulls and bears—markets, that is!

When it comes to investing, you may be your own worst enemy.
01/28/2026

When it comes to investing, you may be your own worst enemy.

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

What role would taxes play in your investment decisions? Find out in this message.
01/26/2026

What role would taxes play in your investment decisions? Find out in this message.

What role would taxes play in your investment decisions?

You've allocated your assets; you just may not realize it yet.
01/23/2026

You've allocated your assets; you just may not realize it yet.

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Wondering about your choices for putting aside money for retirement? Learn more about your options.
01/21/2026

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Learn how to maximize your Qualified Charitable Distributions!
01/19/2026

Learn how to maximize your Qualified Charitable Distributions!

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

Marginal tax bracket and holding period affect capital gains taxes. Learn more.
01/16/2026

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

Use this calculator to estimate your capital gains tax.

Do you know the difference between a credit lock and a credit freeze?
01/14/2026

Do you know the difference between a credit lock and a credit freeze?

Learn the ins and outs of credit locks, freezes, and more.

Address

1801 Green Street
Faribault, MN
55021

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