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
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
How to Keep Your Retirement Savings Working for You
Preservation is about function, not just figures. Plan for retirement amid economic uncertainty to limit stress.
Healthcare Costs That Catch Retirees Off Guard
An article on three healthcare costs that often catch retirees off guard.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!