Passage Wealth Information

While most people remain focused on the future, we believe a legacy isn’t just something you leave behind. It’s something you live every day. Whether it is retirement planning or investment management, this principle shapes both our advice and approach. Passage Wealth may utilize third-party websites, including social media websites, blogs and other interactive content. We consider all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by Thrivent Advisor Network or the securities regulators. Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Passage Wealth and Thrivent Advisor Network, LLC are not affiliated companies. Securities offered through Purshe Kaplan Sterling Investments (“PKS”), Member FINRA/SIPC. PKS is headquartered at 80 State Street, Albany, NY 12207. PKS and Passage Wealth are not affiliated companies.