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
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Rightsizing for Retirement
What does your home really cost?