Passport Wealth Management

It’s your life.

Our Mission

We help people live with passion, turning inspiration into reality.

As Seen In:

Holistic Financial Planning Services

Our dynamic CFP® Professional team provides financial planning that is tailored to your unique situation on a fee-only basis.

Investment Management

Read More

Retirement
Planning

Read More

Tax-Efficient
Investing

Read More

ESG
Investing

Read More

Factor Based
Investing

Read More

See All
Services

Read More

Who Are Our Clients?

Passport Wealth Management works with a wide variety of clients in various stages of life. We regularly work with clients from all over the country and even the world from our office in Cornelius, NC.

Entrepreneurs

Business owners and professionals know sound advice can avoid future pitfalls. Let us help grow your legacy.

Retirees

Retirement can be one of the most important phases of life, let us help you make smart choices to protect your future.

Families

Father and son cooking together in a kitchen

We work with families in every stage of life – it is never too late or too early to make sound financial decisions.

Let’s Work Together

As a fee-only comprehensive financial planning firm, we work together with our clients to achieve their financial goals.

  • We provide personalized financial advice that is competent, professional and follows industry best practices.

  • We know the trust of our clients is our number one asset.

  • We collaborate with a family’s attorneys, CPAs, and other professionals.

CASE STUDIES

Ready to Find Out More?

Schedule a consultation to speak with a fee-only financial planner.

Our Affiliations: