Broker Check

Michael Passage

(206) 464-5050

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Michael J. Passage established Passage Wealth Advisors in 2006 in order to better provide quality investment services to his clients. Mike has been successfully providing sound financial advice since 1983, when he joined Kidder Peabody...

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Laura Stone Shifflette helped establish Passage Wealth Advisors in 2006, and today provides investment and wealth management services to the firm’s clients, with an emphasis on providing comprehensive, customized solutions which...

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