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Passport Wealth Management

EST. AUM
$115,333,521

CONTACTS
3

CLIENT ACCOUNTS
409

Firm Details

Metro area Charlotte
CRD Number 297449
Website passportwm.com
Client types

Overview

Passport Wealth Management is a fee-only fiduciary advisory firm located in Cornelius/Lake Norman near Charlotte, NC. The firm provides comprehensive financial planning and investment management for individuals, families, retirees, business owners, and professionals. Its services span investment management, retirement planning, tax-efficient strategies, ESG and factor-based investing, savings and estate planning, insurance guidance, and holistic financial planning aligned with each client’s lifestyle and long-term goals. Passport Wealth Management emphasizes long-term, personal relationships rather than transactional, product-driven interactions, operates strictly on a fee-only basis with no commissions or hidden fees, and collaborates seamlessly with clients’ other advisers, including CPAs and attorneys.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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