Comprehensive Wealth Partners

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Comprehensive Wealth Partners
Team photo for Comprehensive Wealth Partners

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Advisors

Advisor photo for Maxwell Prentis

Maxwell Prentis

CFP®, APMA®

Financial Advisor

Visit Maxwell Prentis's website
Advisor photo for Paul C Carbetta

Paul C Carbetta

CFP®, CRPC, CRPS, APMA®, CEPA®

Private Wealth Advisor

Chief Executive Officer of Comprehensive Wealth Partners
Visit Paul C Carbetta's website
Advisor photo for John Kenneth Natale

John Kenneth Natale

CFP®, APMA®, CRPC

Financial Advisor

President of Comprehensive Wealth Partners
Visit John Kenneth Natale's website
Advisor photo for Aaron Walke

Aaron Walke

CFP®, APMA®, CRPC

Private Wealth Advisor

Business Development Director
Visit Aaron Walke's website
Advisor photo for Michael Alexander

Michael Alexander

CLU®

Financial Advisor

Chartered Life Underwriter®
Visit Michael Alexander's website
Advisor photo for John M Reymann

John M Reymann

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit John M Reymann's website
Advisor photo for Charles Reymann

Charles Reymann

CFP®, APMA®

Financial Advisor

Visit Charles Reymann's website


Team

Kristen Welcome

Kristen Welcome

Operations Director

Katherine Tuckerman

Katherine Tuckerman

Receptionist

Jacqueline Somerson

Jacqueline Somerson

Client Service Specialist

Kaylee Wilhite

Kaylee Wilhite

Marketing Manager

Suzanne Sweeney

Suzanne Sweeney

Investment Specialist