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.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Healthy habits are one of the greatest gifts to give your child.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
An inside look at how marginal income tax brackets work.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Here are five facts about Social Security that are important to keep in mind.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Smart investors take the time to separate emotion from fact.
That big list of dreams and goals isn't the only way to look at your bucket list.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn how to harness the power of compound interest for your investments.
Even low inflation rates can pose a threat to investment returns.
In life it often happens that the answers to our most pressing questions are right in our own backyards.