Looking for a comprehensive fee-only certified financial planner?
Look no further than Passport Wealth Management. Read what our clients have to say about our services and comprehensive approach to wealth management. We are based at Lake Norman, near Charlotte, North Carolina, but work regularly with clients around the world.
EXPLORE
EXPLORE
This is our opportunity to sit down and discuss what matters to you and the challenges you’re facing. We need to understand who you are and what makes you tick before working with you to develop your plan.
STRATEGIZE
STRATEGIZE
Tell us your goals and recommend how you achieve them from a financial standpoint. This might include changes to how you’ve managed your investments in the past, tax planning strategies and your estate.IMPLEMENT
IMPLEMENT
We take the action steps from the strategy and execute them. Many of these items will be taken care of together. Others may require us to include other professionals, such as your CPA, insurance agent, or your estate attorney.
ADAPT
ADAPT
Over time your goals and needs may change. Your financial plan must adapt to this change. We’ll reassess your strategy together and adapt your financial plan to achieve your new goals. This may include revising estate documents or insurance plans.
For more information on our investment management philosophy, retirement planning, or holistic financial planning, please give us a call at (704) 457-0060. Passport Wealth Management works with clients around the world from our offices on the shores of Lake Norman in Cornelius, North Carolina. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
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