Welcome
Comprehensive Wealth Advisors is dedicated to providing you with SMARTer financial planning solutions customized to each individual and focused on balancing your lifetime goals with the legacy you want to leave for your family.
THE SOLUTIONS WE OFFER INCLUDE:
SAFE MONEY STRATEGIES, which are tailored to offer lower risk and steady growth for our clients seeking to avoid market volatility
SMART PLANNING, our innovative Strategic Movement Around Retirement Taxation™ plan to limit post-retirement taxation and secure a better financial future
TRADITIONAL MONEY MANAGEMENT, through our affiliation with Guardian Capital, for our clients who are interested in continuing to enjoy the risks and rewards of the market
Thomas Boris | Founder & CEO
Attorney Tom Boris, who grew up on a 100 acre farm in Washington PA, has spoken in front of thousands of individuals at seminars regarding the complex issues surrounding estate planning, financial planning, and Elder Law. Tom Boris, A Pittsburgh Attorney, has co-authored seven books including: “Not Your Parents Retirement”, “From Boomer To Doomer”, “11 Critical Things Oil & Gas Lease Holders Must Know About Estate Planning”, “The Consumer’s Guide to Estate Planning”, “What To Do When a Loved One Dies”, and “Don’t Go Broke in a Nursing Home!”. He has also made numerous appearances on KDKA television to discuss various aspects of Estate Planning and Elder Law.
Attorney Boris graduated with a Bachelor of Arts degree in Political Science and Philosophy from Washington and Jefferson College and received his Juris Doctorate from Duquesne University School of Law. He is married to his lovely wife Stephanie, who is also an attorney, and they have two wonderful sons, Thomas Lee and Nicholas Tyler. Tom is close to his parents and considers his family as the most important thing in his life. Tom is also a member of the National Rifle Association, and in his free time he enjoys playing ice hockey, watching movies, and most importantly playing with his two boys.
James Shields | CEO
Jim Shields, A Pittsburgh Attorney, has co-authored seven books including: “Not Your Parents Retirement”, “From Boomer To Doomer”, “11 Critical Things Oil & Gas Lease Holders Must Know About Estate Planning”, “The Consumer’s Guide to Estate Planning”, “What To Do When a Loved One Dies”, and “Don’t Go Broke in a Nursing Home!”. He has also made numerous appearances on KDKA television to discuss various aspects of Estate Planning and Elder Law.
Attorney Shields grew up in Pittsburgh and graduated cum laude from St. Francis College of Loretto, Pa in 1990. Jim went to Law School at Notre Dame and graduated in 1993. He believes the law firm’s purpose is to protect their client’s legacy. Whether the goal is to protect a legacy from unnecessary taxes or unnecessary legal fees, nursing home expenses or obtain hard earned veterans benefits for non-service related disabilities, he can help families reach these goals. Jim is a member of the National Rifle Association. Jim’s Professional accomplishments include 2018 winner of the “Five Star Wealth Manager Award”. He is also the proud father of five children Madeline, Catherine, Elizabeth, Jackson, and Jameson, and is married to the greatest person in the world, his wife Denise. His family helps keep him grounded, and remains the most important part of his his life.
Ron Diaz | Vice President
Prior to joining CWA, Ron owned an insurance agency providing life, health, property and casualty insurance as well as fixed and fixed indexed annuities. He has a philosophy that “life happens” and everyone should have the right insurance products to traverse the journey of loss. Through his own life experiences, he learned first hand that preparing for the future should be the ultimate goal of every individual: safely and SMART!
Spanning 30 plus years before that, Ron was in the information technology field. His career included senior level assignments in client and project management, sales, and service delivery. As part of the Information Technology Commercial Outsourcing Services group, his responsibilities were to use his outsourcing and management expertise to support sales efforts throughout the country. In this capacity, he was frequently called upon to lead sales development and contract negotiations for outsourcing opportunities related to new and existing clients. He has extensive experience with human resource, consumer products, manufacturing, and transportation sector clients and his business acumen reflects almost 20 years supporting initiatives in these areas. He is well respected in the field at all levels and was often sought out to address challenging client / provider requirements.Ron grew up in Langeloth, Pa, and currently lives in McDonald. He is married to his beautiful wife Gerri and has to amazing children: Manny and Amaia. He is a proven leader in the insurance industry and has a deep understanding of client liabilities. He graduated with a Bachelor of Science Degree in Organizational Leadership and Professional Communication from Duquesne University. He holds both his Life & Health and Property and Casualty Licenses.