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.
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Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Retirees traveling abroad need to know that their health insurance travels with them.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Using smart management to get more of what you want and free up assets to invest.
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.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Even low inflation rates can pose a threat to investment returns.
How will you weather the ups and downs of the business cycle?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A bucket plan can help you be better prepared for a comfortable retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.