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Michael Passage

(206) 464-5050

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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.

Monthly Market Insights

A market commentary video and written report, featuring an overview of last month’s market performance and a glance at the month ahead.

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Helpful Content

Four Steps to Valuing an Estate

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

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

 

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

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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.

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