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.

09/02/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
08/31/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. Fr...
08/28/2026

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. From tips and overtime to child credits and estate exemptions, here's what you need to know about the One Big Beautiful Bill Act.

The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.

A few strategies that may help you maximize your Social Security income.
08/26/2026

A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

08/24/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

Learn how to maximize your Qualified Charitable Distributions!
08/21/2026

Learn how to maximize your Qualified Charitable Distributions!

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
08/19/2026

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.
08/17/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

08/14/2026

Retirement income may feel stable, but the cost of living isn’t. Explore how retirees can plan for rising costs without losing long-term confidence.

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would...
08/12/2026

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

This article examines one's options when receiving a work bonus or other financial windfalls.

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

Featured

Share

Category