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 40 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 Cetera Advisors, LLC 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.
Helpful Content
Retirement Redefined
Around the country, attitudes about retirement are shifting.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
How Insurance Supports Your Financial Goals
Discover how insurance can protect your income, family, and future while supporting long-term strategic financial planning.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
6 Ways to Stay Ahead of Rising Retirement Costs
From investment to estate planning, these 6 strategies help retirees manage inflation risks and maintain financial stability.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?