At Passage Wealth, we are proud to partner with Helios Quantitative Research.

Investing is not a one-size-fits-all process. It depends on your risk tolerance, your age, your needs and your lifestyle. At Passage Wealth, we are focused on building a plan and sharing advice that is customized to your unique situation. We offer simplified solutions in a complex and ever-changing world.

Thanks to our partnership with Helios Quantitative Research, we have access to insights and data that let us shape your investment portfolio to your precise needs and goals.

As your trusted advisor, we are committed to reviewing research from Helios and other resources, building and implementing models used in the portfolios and providing on-going monitoring and management.

This results in:

Nothing is perfect – There will be periods of underperformance.

Our focus is the long-term compound rate while managing the downside risk.

Achieving goals is the effect of many decisions made over time.

Ready to build a plan that reflects your beliefs?

It’s never too soon to start thinking about your financial goals. Contact us to set up a one-on-one consultation.

Contact

Connect

Office: 260-639-6300

Location

14812 First St.

Hoagland, IN 46745

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Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as “Thrivent”), a registered investment adviser. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network Client Relationship Summary, Financial Planning and Consulting Services, Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures for a full description of services, fees and expenses, available at www.thriventadvisornetwork.com. Thrivent Advisor Network, LLC’s Advisory Persons may also be registered representatives of a broker-dealer to offer securities products. Visit Investment Adviser Public Disclosures or FINRA’s Broker Check for more information about our Advisory Persons.

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.

To access a copy of the TAN Form CRS please visit: https://www.thriventadvisornetwork.com/tan-form-crs-3-2023-pdf

Securities offered through PUrshe Kaplan Sterling Investments (“PKS”), Member FINRA/SIPC. PKS is headquarted at 80 State Street, Albany, NY 12207. PKS and Passage Wealth are not affiliated companies.

For all disclosures please visit: https://www.passage-wealth.com/disclosures/