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
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Exploring Retirement Plans for Small Businesses
Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
How to Talk with Family About Retirement and Financial Plans
Learn how to talk with family about retirement and finances in ways that build clarity, alignment, and understanding.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
College Savings
See how much you may need to save now to cover future college costs for your child.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.