Michael Passage Email & Phone Number

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

Listed skills include Wealth Management, Investments, Estate Planning, Retirement Planning, and 39 others.