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.
Helpful Content
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Medicare vs. Medicaid
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Social Media: #NewestBusinessLiabilityRisk
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Protection Against Uninsured Drivers
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An Overview of Renter’s Insurance
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Separating the Signal From the Noise
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A Meal for All Generations
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Saving for College 101
Here’s a crash course on saving for college.
Retirement Redefined
Around the country, attitudes about retirement are shifting.