Products & Services

At Passage Wealth Advisors, LLC, we provide a wide range of diversified financial products. Through our affiliation with First Allied Securities, Inc. and other product sponsors, we offer you the objectivity of working with an independent financial consultant combined with the stability and strength to access the world's financial markets and a sophisticated array of investment resources. Below is a detailed list of financial product offerings plus a brief description of some of our customized services.

Investments

• Bonds
• Convertible Bonds
• Corporate Bonds
• Municipal Bonds
• Zero Coupon Bonds
• Common Stock
• NYSE Listed Stocks
• NASDAQ Over the Counter Stocks
• Other Major Exchanges
• Foreign Stocks
• Margin Accounts
• Mutual Funds
• Open End Funds
• Closed End Funds
• Exchange Traded Funds (ETFs)
• Unit Investment Trusts
• Corporate Finance
• Investment Banking
• 144 and other restricted securities sales
• Traditional IRA
• Roth IRA 
• Educational IRA
• SEP IRA
• Simple IRA
• Brokerage Accounts
• Treasury Bills
• Treasury Bonds
• Treasury Notes
• Government Securities
• Options
• Fixed Annuities
• Variable Annuities
• Alternative Investments
• Real Estate Investment Trusts (REITs)
• Equipment Leasing
• Managed Futures
• Equity Linked Notes
• Oil & Gas Programs
• Tax Credit Programs
• 1031 Exchange Programs
• Delaware Statutory Trust Programs
• Real Estate LLCs
• Mortgage Funds
• Business Development Corporations (BDCs)

Financial Planning

• Retirement Plans
• Defined Contribution Plans
• Tax Plans
• 401(k) Plans
• 403(b) Plans
• College Plans
• 529 Plans
• Estate Plans
• Money Purchase Plans
• Profit Sharing Plans
• Employee stock option plans

Cash Management

• Daily Sweep Accounts
• Money Market Funds
• Insured CDs
• Online Account Access

Asset Management

• Independent manager search
• Performance monitoring and reporting
• Wrap-fee accounts
• Asset Allocation
• Fee-in-lieu accounts
• Outside managed accounts

Insurance

• Disability Income Insurance
• Life Insurance
• Term Life Insurance
• Whole Life Insurance
• Universal Life Insurance
• Long-Term Care Insurance
• Asset Based Long Term Care

Services 

• Regular Account Review
• Personalized & Customized Client Service
• Investment Recommendations
• Economic analysis
• Client Financial Situation Review
• Investments Review
• Liabilities Review
• Comprehensive Insurance Review
• Estate Planning Review
• Qualified Retirement Plan Review
• Charitable Giving Review
• Stock Options Planning
• Business Succession Planning
• Coordination with Client's Other Professional Advisors