Case Studies
These case studies show how Passport Wealth Management can help families, individuals and business owners make smarter financial decisions. Our industry expertise combined with our in-depth process ensures that our clients personal goals and aspirations are central to our financial planning solutions. These illustrative scenarios are based on typical financial situations we manage.
Marcie Lord2023-08-14T15:11:35+00:00
Case Study: Retiring to the Mediterranean
Sarah and Christopher were closing in on retirement and had dreams to spend.
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Marcie Lord2023-08-14T15:09:04+00:00
Case Study: Sandwiched Between Generations
Some well-timed and well-placed stock purchases had earned the Nolan family.
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Marcie Lord2023-08-14T15:07:48+00:00
Case Study: Looking for Lifestyle Changes
Sam and Andrea came to Passport Wealth Management looking for advice.
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