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
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Federal Capital Gains Tax Estimator
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Trends in Charitable Giving
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Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
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Probate can be a completely public process, or it can be managed to include as little information as possible.
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See what it takes in monthly contributions and time to reach a million-dollar savings goal.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Surprises
Making the most of surprises is a great reason to work with us.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.