I am a Certified Financial Planner TM Professional and a Registered Investment Advisor. I am not a stockbroker nor insurance agent and do not sell any product.
Passport Wealth Management is a fee-only financial planning firm that works with clients to make their dreams reality. We provide professional, competent and trustworthy advice to help clients make sound financial decisions.
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Passport Wealth Management
17505 W. Catawba Ave,
Cornelius, NC 28031