Passage Wealth Partners
Financial ServicesView the employees at
Passage Wealth Partners-
Halee Kading, CFP® Director of Financial Planning at Passage Wealth Partners
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Greater Milwaukee
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Rising Star
Royce Zimmerman, CPA, CFP®, CLU®, ChFC®, WMCP® Wealth Management Advisor & Founder, Passage Wealth Partners | Forbes Top Financial Security Professionals-
Top 10%
Ryan Daniel Workflow Manager at Passage Wealth Partners-
Denver, Colorado, United States
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Top 10%
Marcus Hunter Lead Advisor at Passage Wealth Partners-
Denver, Colorado, United States
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Rising Star
Overview
Passage Wealth Partners is a boutique wealth management advisory team with the Northwestern Mutual Wealth Management Company, which offers high-quality investment and wealth management programs and services for high-net-worth clients. Our team helps families articulate their "vision” of the future, audit their current progress and then design a written financial plan to navigate an efficient course to that vision. We accomplish this by creating synergy among their tax efficient strategies, investments, risk management, and legacy planning. This process is ongoing with clients, from one generation to the next. royce.zimmerman@nm.com | 303-512-2170
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