Services

Passport Wealth Management is a fee-only financial planning firm that helps working professionals, entrepreneurs, retirees, and families make sound decisions with their money. From identifying tax pitfalls to incorporating ESG data into investment management decisions, we maximize our clients’ future opportunities. Based near Charlotte, NC on the shores of Lake Norman in Cornelius, Passport Wealth Management works with clients around the world.

Investment Management

Investment management that
reflects your lifestyle.

Retirement
Planning

Getting a clearer picture
of retirement with data and
support.

Tax Efficient Investing

Make a difference in the way your assets are taxed by the
government.

Brother and sister sitting on the river pier and hugging and look at ducks in water. friendship concept. kids feed ducks

ESG
Investing

Seeking out funds that make
use of ESG data.

Factor Based Investing

An evidence-based approach to holistic financial planning and
investment management.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Ready to Find Out More?

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

Schedule a Consultation

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