Our Qualifications

Our Primary Purpose

Comprehensive Wealth Management Group, LLC was founded in 1992 with one thing in mind...the client. The main focus of our firm is to help each client identify their unique values and financial goals and then provide solutions. Rather than create a sales process that positions financial products, we get our hands dirty and drill down to what the job at hand is. We focus on finding the unique solution to your unique situation.

We pride ourselfves on building lasting relationships with our clients rooted in strong ethics, objectivity and a client centered approach. Our business is built through word of mouth one client at a time. One of our most important mantras is "What is best for our client is what is best for our firm"

In order to provide the level of service that has our clients staying with us and referring their friends and relatives, education is key. Since starting his career in the Securities Industry in 1991, Our President and Founder, Allan Katz has obtained many licenses and designations, most notably CERTIFIED FINANCIAL PLANNERTM, Chartered Financial Consultant and Chartered Life Underwriter.

"Obtaining these designations and constantly educating myself on the industry allows me to have access to the best possible solutions for my clients. I believe the time I spend at seminars, webinars and the like grant me access to higher level planning strategies than the average advisor, and I beleive that has been a tremendous foundation for our success"

Bridging the Gap from Wall Street to Main Street with Financial Planning that Focuses on YOU!!!.

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