Live your Legacy.

At Passage Wealth, our most important investments are the ones we make in our clients’ lives.

We believe we are called to a higher purpose in working with our clients and embrace the work God has prepared for us.

  • Proverbs 16:3 – Commit to the Lord whatever you do, and he will establish your plans.
  • Ephesians 2:10 – For we are God’s handiwork, created in Christ Jesus to do good works, which God prepared in advance for us to do.
  • Jeremiah 29:11 – For I know the plans I have for you, declares the Lord.

Our actions and the way we treat clients result in drawing clients to Passage Wealth that exhibit the following characteristics:

  • We have a relationship beyond financial advice – a personal relationship. Clients seek our opinion for making decisions – sometimes beyond financial decisions, we interact with them regularly.
  • They are engaged with us in the process, they provide information in a timely manner, they show evidence they implement/take our advice.
  • Faith/Generosity is a big part of their life, It drives their decision making, Charitable giving is a priority.

Advising with Purpose.

Our guidance, your legacy.

Our mission is to provide financial guidance and advice to clients that enables them to live their legacy.  We believe a legacy is not just what’s left at the end of life, it is how we live every day of our life.

We guide through comprehensive and integrated advice and solutions:

Invested in what matters.

We offer a wide range of personalized wealth management services and support.

  • Retirement Planning
  • Retirement Income Planning
  • Investment Management
  • Charitable Giving Strategies
  • Risk Management Exploration
  • Tax strategies
  • Wealth Transfer

Podcast – 2300 Reasons Why with Austin Thoms, CFP®

Your financial journey with a biblical perspective. Do you know that the bible has more verses on money than any other topic? There is a deep connection between how we think, treat, and deal with money to our own spiritual lives. 2300 Reasons Why is a Podcast designed to be a biblical pursuit of money and possessions so that we have a better understanding of how money can be used to make a bigger kingdom impact.

Listen Here

Start your retirement journey by taking these 5 steps now.

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Say “Hello” to Helios.

Our partnership with Helios Quantitative Research lets us leverage the latest trends, data and insights.

How We Guide