Michael Passage

Michael Passage Email and Phone Number

Chairman and CEO and Investment Adviser Representative ("IAR") @ Passage Wealth Advisors, LLC
Seattle, WA, US
Michael Passage's Location
Seattle, Washington, United States, United States
Michael Passage's Contact Details

Michael Passage personal email

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Michael Passage phone numbers

About Michael Passage

Michael established Passage Wealth Advisors, LLC in 2006 as an independent wealth management firm in order to provide investment advice and a broad array of sophisticated financial solutions to high-net-worth clients, including individuals, business owners, family offices, foundations, retirement plans and corporations. He works hand in hand with his clients' existing network of experienced advisors, including attorneys, CPAs, and estate planning professionals, crafting comprehensive solutions that take into account the client's entire life situation. He is noted for his compassionate, caring approach, problem-solving skills, and for always seeing "the big picture". His broad business background has enabled Mike to quickly understand the complicated needs of sophisticated clients and to provide top quality service to them. Mike holds Series 3, 7, 24, 63 and 65 securities licenses as well as life and disability and long term care insurance licenses. He is also currently licensed as an Investment Advisor Representative through Cetera Investment Advisers, LLC. Passage Wealth Advisors, LLC, based in Seattle, Washington, provides quality investment advice and comprehensive wealth management solutions to its clients, assisting them in working to attain their financial goals through high quality advice, comprehensive personalized solutions, and customized service. The company's mission statement is brief and to the point: "To provide investors the best quality service and potential return on their investments based on their risk parameters". 1700 Seventh Avenue, Suite 2100, Seattle, WA 98101Securities offered through Cetera Advisors LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera firms are 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.Specialties: investments, wealth management, finance, insurance issues, business succession planning, estate planning, wealth distribution, assets, initial public offerings, IPOs, late stage venture capital investments, charitable giving, charitable bequests, business planning, strategic planning, non-profit board leadership

Michael Passage's Current Company Details
Passage Wealth Advisors, LLC

Passage Wealth Advisors, Llc

View
Chairman and CEO and Investment Adviser Representative ("IAR")
Seattle, WA, US
Employees:
2
Michael Passage Work Experience Details
  • Passage Wealth Advisors, Llc
    Chairman And Ceo And Investment Adviser Representative ("Iar")
    Passage Wealth Advisors, Llc
    Seattle, Wa, Us
  • Passage Wealth Advisors, Llc
    Chairman & Ceo / Investment Adviser Representative ("Iar")
    Passage Wealth Advisors, Llc May 2006 - Present
    Seattle, Washington, United States
    Providing quality investment advice and wealth management services to high net worth individuals, business owners, family offices, foundations, retirement plans and corporations.
  • Oppenheimer & Co.
    Director
    Oppenheimer & Co. Sep 1996 - May 2006
    Greater Seattle Area
    Provided investment advice to a wide array of high net worth clients including individuals, business owners, family offices, foundations and retirement plans for nearly ten years, until he established his own firm.
  • Paine Webber
    Vice President, Investments
    Paine Webber Jan 1995 - Sep 1996
    Greater Seattle Area
    Provided investment advice and serviced the investment needs of a wide array of high net worth clients, business owners, retirement plans, corporations, family offices, and foundations. Paine Webber was acquired by UBS in 2000.
  • Kidder, Peabody & Co.
    Vice President
    Kidder, Peabody & Co. Jan 1983 - Jan 1995
    Greater Seattle Area
    At Kidder Peabody, Michael helped build the PRIME (Portfolio Review & Investment Management consulting group on the West Coast. Kidder Peabody merged into Paine Webber in January, 1995
  • Passage & Associates
    President
    Passage & Associates Jun 1976 - Jan 1983
    Greater Seattle Area
    Consultant with security brokerage firms nationwide on their organizational and executive search needs
  • Linclay Development Corp
    Vp Of Finance
    Linclay Development Corp Jun 1974 - Jun 1976
    St Louis, Missouri, United States
    Developer of Earth City, a new city
  • Levinson Development Corp
    Controller / Assistant To The President
    Levinson Development Corp May 1972 - Jun 1974
    St Louis, Missouri, United States
  • Harvard Business School
    Administrative Director Of International Programs
    Harvard Business School May 1970 - May 1972
    Cambridge, Massachusetts, United States
    Assisted in developing business administration programs at universities in Europe, Asia and South America.

Michael Passage Skills

Wealth Management Investments Estate Planning Retirement Planning Business Strategy Financial Advisory High Net Worth Individuals Insurance Comprehensive Wealth Management Asset Management Insurance Strategies Investment Strategies Retirement Income Strategies Education Savings Strategies Business Succession Planning 401 Investment Management Investment Consultation Life Insurance Strategies Asset Allocation Long Term Care Insurance Philanthropic Gift Planning 529 Plans Alternative Investments Late State Venture Capital Investments Family Office Investment Strategies Corporate Retirement Plans Iras Roth Iras Ira Rollovers Financial Planning Financial Advice Tax Efficient Investment Planning Foundation Investment Planning Long Term Care Insurance Strategies Disability Income Insurance Life Insurance Non Profit Investment Strategy Business Owner Investment Strategy Charitable Giving Strategies Strategic Financial Planning Annuities Variable Annuities Economic Analysis

Michael Passage Education Details

Frequently Asked Questions about Michael Passage

What company does Michael Passage work for?

Michael Passage works for Passage Wealth Advisors, Llc

What is Michael Passage's role at the current company?

Michael Passage's current role is Chairman and CEO and Investment Adviser Representative ("IAR").

What is Michael Passage's email address?

Michael Passage's email address is mi****@****ast.net

What is Michael Passage's direct phone number?

Michael Passage's direct phone number is +120697*****

What schools did Michael Passage attend?

Michael Passage attended Harvard Business School, University Of Washington.

What are some of Michael Passage's interests?

Michael Passage has interest in Children, Arts And Culture, Education, Economic Empowerment.

What skills is Michael Passage known for?

Michael Passage has skills like Wealth Management, Investments, Estate Planning, Retirement Planning, Business Strategy, Financial Advisory, High Net Worth Individuals, Insurance, Comprehensive Wealth Management, Asset Management, Insurance Strategies, Investment Strategies.

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