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.

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
07/20/2026

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

Explore how inflation has affected purchasing power over the decades with this historical tool.
07/17/2026

Explore how inflation has affected purchasing power over the decades with this historical tool.

See how the purchasing power of a dollar has changed over time due to inflation.

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like ba...
07/15/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

See how your current savings rate and contributions may grow into retirement income.

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.
07/13/2026

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Facing divorce? Don't overlook changes to your insurance coverage.
07/10/2026

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 U.S. and Canadian Markets Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The Standard & Poor’s 500 Index rose 14...

These 6 things might make your next return a prime target for an IRS audit.
07/08/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

A home warranty may make sense, but you need to set proper expectations.
07/06/2026

A home warranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
07/03/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
07/01/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

Address

Seattle, WA

Website

Alerts

Be the first to know and let us send you an email when Passage Wealth Advisors, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category