CMS seeks to develop long-term relationships with our clients, becoming a trusted financial partner in helping them achieve their financial and life goals. We utilize time-tested investment strategies and design a sound financial plan based on client specific objectives.


Our ultimate goal is to leverage our understanding of investments, tax strategies and asset allocation to help clients attain financial success.




*Securities offered solely through Registered Representatives of Comprehensive Asset Management and Servicing Inc. All companies referenced are independent of Comprehensive Asset Management and Servicing Inc unless otherwise noted.