Live your Legacy.

Financial planning and management can be complex. At every turn, through every chapter—Passage Wealth offers guidance, opens doors and helps you unlock your potential.

Planning with Purpose.

At Passage Wealth, our most important investments are the ones we make in our clients’ lives. We’ll take time to learn about your family and walk with you on your financial path. But we’ll also go a step further, encouraging you to think beyond yourself to see how powerful your legacy can be.

While many wealth managers remain focused on the future, we believe a legacy isn’t just something you leave behind. It’s something you live every day—and that principle shapes both our advice and our approach.

Every interaction is an opportunity for compassion. Every choice is a reflection of values. Every relationship is strengthened when we put others before ourselves. And every gift has the power to transform lives. Above all, everything we do is inspired by our faith. Because at Passage Wealth, we are powered by a higher purpose to make an impact in our community.

Passage Wealth Retirement Seminar

Learn More

Start your retirement journey by taking these 5 steps now.

Learn More

Say “Hello” to Helios.

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

How We Guide

Invested in what matters.

At every turn, through every chapter— we can help you open doors and unlock your financial potential. We offer a wide range of personalized wealth management services and support.

  • Financial Planning
  • Investment Management
  • Helios Research Insights
  • Succession Planning
  • Charitable Giving Strategies