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