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
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.