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Michael Passage

(206) 464-5050

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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.

Monthly Market Insights

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Helpful Content

Retirement Plan Choices for Small Businesses

Retirement Plan Choices for Small Businesses

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Should I Accept a Free Credit Lock?

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

 

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

Passing Down Financial Values as a Part of Your Legacy

Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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