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 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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Building Your Legacy
A four-step framework for building a personal legacy.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Saving for College 101
Here's a crash course on saving for college.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.