Passage Wealth Advisors, LLC

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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.

10/16/2026

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help you feel like you are on the right path again.

Here are 5 facts about Social Security you absolutely need to know.
10/14/2026

Here are 5 facts about Social Security you absolutely need to know.

Here are five facts about Social Security that are important to keep in mind.

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
10/12/2026

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.
10/09/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/09/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
10/07/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
10/05/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

10/02/2026

Are you thinking about 530A Accounts, also known as Trump accounts? Our new article covers the basics!

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
09/30/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Over age 50? You may be able to catch-up on retirement.
09/28/2026

Over age 50? You may be able to catch-up on retirement.

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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