Passage Wealth Advisors, LLC
Gain from an independent perspective.
Passage Wealth Advisors, LLC is an independently owned financial consulting firm providing customized solutions for high net worth individuals, business owners, family offices, foundations, retirement plans and corporations with significant investable assets. Our founding partner, Michael Passage, has provided more than 30 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.
Whether you have recently accumulated your capital or are a seasoned investor, Passage Wealth Advisors, LLC has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Do you know where the idea of “retirement” comes from?
Life insurance proceeds are generally tax-free. But not in all cases.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Making the most of surprises is a great reason to work with us.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Women must be ready to spend, on average, more years in retirement than men.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
There are a few things to consider when buying or leasing your next vehicle.
Smart investors take the time to separate emotion from fact.