Unlocking doors at every step.
No matter where life leads, we’ll walk with you on your financial path.
For us, financial planning is more than spreadsheets, reports or words on paper. Our process starts by asking questions, listening carefully and offering advice that fits your values, goals and dreams. No matter what product or investing approach you choose, our goal is to build a relationship with you.
We can help with risk management, goal setting, savings strategies, income distributions, charitable strategies and planning for all kinds of life events. As a partner on your journey, we work hard to guide you toward a stable future and help you live your best life now.
Implementation of your plan is separate from Financial Planning services.
“For I know the plans I have for you,” declares the Lord, “plans to prosper you and not to harm you, plans to give you hope and a future.”
Tailored Investment Management
Investing is not a one-size-fits-all process. It depends on your risk tolerance, your age, your needs and your lifestyle. Our goal is to create an investment strategy for you that is rooted in quantitative research. To do so, we evaluate both macroeconomic data and capital market activity, then filter them into simple action items and investment decisions.
The inspiration for giving comes easily. But the execution is often more complicated. At Passage Wealth, we’ll help you create a charitable strategy that reflects your values and lets you leave a legacy—today, tomorrow and for generations to come.