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Thrivent

Conveniently and securely view and manage your Thrivent products (life & health insurance and annuities) and connect with your Thrivent member benefits (Thrivent Choice Dollars, local Thrivent Member Network and Thrivent Action Teams).

If you hold Thrivent Mutual Funds, you can access that information here as well. This is your source for statements and tax reporting documents for your accounts held at Thrivent.

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Fidelity

Access account balances, transactions, and monthly statements for all your accounts held at Fidelity –those you manage yourself and those we manage for you. If you need tax reporting documents for your Fidelity accounts, you will find them here.

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Black Diamond

A dashboard to view your most current account activity and performance. It will provide you access to a portfolio dashboard, and give you a personal, on-demand look at performance, projected income, allocations, activity summary, and more. The two-way, secure document vault makes sending, storing, and auditing files a seamless experience.

If we have not given you direct initial access, please reach out to us and we will be happy to do so. At this time, only your Fidelity accounts managed by Passage Wealth will appear on this site.

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Advice Pay

A streamlined, compliant, and secure way to pay financial planning advice fees monthly from your checking account.

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Thrivent Charitable Impact & Investing (formerly InFaith)

Formerly known as InFaith, Thrivent Charitable Impact & Investing™ helps people bring their generosity to life so that they can support the organizations and causes closest to their hearts, now and into the future. Grounded in our purpose to serve, we take a holistic, personalized approach to help our donors create strategic charitable plans and give in a way that best reflects their values and financial priorities. Together, we are committed to creating positive impact and inspiring lasting change in our communities.

Ready to build a plan that reflects your beliefs?

It’s never too soon to start thinking about your financial goals. Contact us to set up a one-on-one consultation.

Contact

Connect

Office: 260-639-6300

Location

14812 First St.

Hoagland, IN 46745

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© 2023 Passage Wealth, All Rights Reserved

Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as “Thrivent”), a registered investment adviser. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network Client Relationship Summary, Financial Planning and Consulting Services, Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures for a full description of services, fees and expenses, available at www.thriventadvisornetwork.com. Thrivent Advisor Network, LLC’s Advisory Persons may also be registered representatives of a broker-dealer to offer securities products. Visit Investment Adviser Public Disclosures or FINRA’s Broker Check for more information about our Advisory Persons.

Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Passage Wealth and Thrivent Advisor Network, LLC are not affiliated companies.

To access a copy of the TAN Form CRS please visit: https://www.thriventadvisornetwork.com/tan-form-crs-3-2023-pdf

Securities offered through PUrshe Kaplan Sterling Investments (“PKS”), Member FINRA/SIPC. PKS is headquarted at 80 State Street, Albany, NY 12207. PKS and Passage Wealth are not affiliated companies.

For all disclosures please visit: https://www.passage-wealth.com/disclosures/