Financial Advisors
Cornelius, NC
Passport Wealth Management is a fee-only financial planning firm in Cornelius, NC, led by CFP® professionals who provide comprehensive, holistic financial planning tailored to each client's unique situation. They specialize in working with entrepreneurs, business owners, professionals, retirees, and families across all life stages, offering services including investment management, retirement planning, tax-efficient investing, ESG investing, and factor-based investing. The firm collaborates with clients' attorneys, CPAs, and other advisors to create personalized strategies that align with their long-term goals.
Ideal for: Entrepreneurs and business owners, pre-retirees and retirees, affluent families, professionals seeking comprehensive planning
Service area: Cornelius, NC and surrounding Charlotte area, serving clients nationwide and internationally
Fee-Only Model: Passport operates on a fee-only basis with no commissions, ensuring their advice is unbiased and aligned solely with clients' financial interests.
CFP® Professional Team: The firm is staffed by CFP® certified professionals who follow industry best practices and maintain fiduciary standards.
Collaborative Approach: They work alongside clients' existing attorneys, CPAs, and other professionals to provide coordinated, comprehensive financial advice.
Address: 17505 W Catawba Ave Suite 200, Cornelius, NC 28031
Phone: (704) 457-0060
Website: passportwm.com
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