Passage Wealth Advisors, LLC

Passage Wealth Advisors, LLC Passage Wealth Advisors provides customized investment solutions & wealth management services to high net worth individuals, business owners, & others

Passage Wealth Advisors 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 partners, Michael Passage and Laura Shifflette, have a combined total of 55+ years of dedicated personalized service to our clients

. Our independence allows us to offer you an impartial, objective approach to serving your investment and wealth management needs. Whether you have recently accumulated your capital or are a seasoned investor, Passage Wealth Advisors has the financial management experience to direct you toward reaching your objectives. Our commitment is always to provide sound advice, impeccable service, and diversified financial resources to serve your individual needs. That's one benefit of an independent perspective. Securities offered through Cetera Advisors, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers, LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice.

The sooner you begin investing, the longer your money can work for you.
06/15/2026

The sooner you begin investing, the longer your money can work for you.

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

06/12/2026

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could add up to over time.

Have you heard about the new contribution limits from the IRS? Read about it in our article.
06/10/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new retirement contribution limits from the IRS.

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
06/08/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you ma...
06/05/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.
06/03/2026

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
06/01/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Developing a retirement strategy? It's critical to know the differences between investment types.
05/29/2026

Developing a retirement strategy? It's critical to know the differences between investment types.

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
05/27/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

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