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.

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?

The financial risks to consider when evaluating self insurance?
05/25/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Estimate the total amount you may need saved to support your desired retirement lifestyle.
05/22/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check ou...
05/20/2026

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check out this article for tips and strategies on how to navigate this significant transition and make the most of your retirement years.

Tips and strategies for women approaching retirement to ensure a smooth transition.

Preparation can sometimes be all you need to make the impossible, possible.
05/18/2026

Preparation can sometimes be all you need to make the impossible, possible.

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Social Security has been a fact of retirement since 1935; how much do you really know about it?
05/15/2026

Social Security has been a fact of retirement since 1935; how much do you really know about it?

Here are five facts about Social Security that might surprise you.

Rising costs can strain even the most carefully planned retirement. Discover six strategies to reduce inflation risk and...
05/13/2026

Rising costs can strain even the most carefully planned retirement. Discover six strategies to reduce inflation risk and safeguard your financial stability.

From investment to estate planning, these 6 strategies help retirees manage inflation risks and maintain financial stability.

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