Passport Wealth Management encompasses your many financial needs under one roof, for one fee. We strive to help you clarify your goals, achieve your objectives, and find peace of mind. Our services address financial and life planning, management of investment assets, and an array of financial planning functions.
How We Work
Passport Wealth Management provides financial advice that is professional and follows industry best practices. We strongly believe that there is no single financial plan that works for everyone. We provide individualized comprehensive financial planning. To do that we follow four steps:
Let’s talk about you! At Passport Wealth Management, the first step in comprehensive financial planning is getting to know each other. This is our opportunity to sit down and discuss what matters to you and the challenges you’re facing. We’ll ask you questions and will do our best to listen to all that you have to say. We need to understand who you are and what makes you tick before working with you to develop your plan.
We’ll start with your goals and recommend how to help you achieve them from a financial standpoint. This might include changes to how you’ve managed your investments in the past, tax planning strategies, making sure loved ones will be properly cared for in the event of your passing, discussing cybersecurity and credit protection strategies, or even finding the rewards right credit card to get you to that place you’ve always wanted to go.
Having a plan is one thing, implementing it is another. We will take the action steps from the strategy and execute them one by one. Many of these items we will be able to take care of together, while others may require us to include other professionals, such as your CPA, insurance agent, or even your estate attorney. We'll make sure all aspects of your financial picture are working cohesively and in support of your long-term objectives.
The beautiful thing about life is that it is always changing. Over time your goals and needs may change and so must your financial plan. We’ll reassess your strategy together and adapt your financial plan to achieve your new goals. This may include revising estate documents, insurance plans or consider certain types of investment accounts as your life changes. They key is to adapt the plan to help you stay focused on your goal, even if your goals have changed.
Passport Wealth Management offers the following services:
- Investment Management
- Cash Flow Management
- Retirement Planning
- Estate Planning
- College Planning
- Sabbatical Planning
- Expatriate Planning and Support
- Next Generation Planning
- Risk Management
- Tax Planning
- Philanthropic Planning
Investment Management Services
- Investment Policy Statement
- Discretionary Management
- Account Rebalancing
- Asset Location Review
- ESG/ Socially Responsible Portfolios
- Tax Efficient Investing
- 529 College Savings Plan Management
- Funding Adjustments
- Retirement Account Management
- 24/7 Online Account Access
As a fee-only fiduciary, Passport Wealth Management provides individualized financial advice. Therefore, we do not charge the traditional one size fits all percentage (typically 1-1.5%) of assets under management (AUM). The complexity, needs and goals are different for each client. Our fee is based on the following:
Complexity based advisory fee + 0.5% AUM