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.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Retirees traveling abroad need to know that their health insurance travels with them.
There are four very good reasons to start investing. Do you know what they are?
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Even if you’re young and single, you should still consider protecting yourself.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
What if instead of buying that vacation home, you invested the money?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What is your plan for health care during retirement?
You’ve made investments your whole life. Work with us to help make the most of them.