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The accountants and staff of Lockhart Professional Services are all well-rounded individuals with an expansive depth and breadth of knowledge in every area of accounting, marketing, human resources, and business development. Each also has a particular area of expertise to meet your business accounting needs with skill and assurance.
Michael works with high net worth individuals, business owners, family offices, foundations, retirement plans and corporations to service their investment needs and provide a broad array of wealth management solutions. He established Passage Wealth Advisors in 2006 to better provide quality investment services to his clients. The company's mission statement is brief and to the point: "To provide investors the best quality service and potential return on their investments based on their risk parameters". His broad business background has enabled Mike to quickly understand the complicated needs
Through my experience as a financial advisor, I have discovered that too often individuals and families are asked to choose between great service and quality financial advice. My professional mission is to offer unparalleled client service and quality financial solutions that fit my client’s financial goals and values, and provide these services in a respectful, relationship-based manner.
We are a locally-owned company with large firm resources but with the feel of a small family owned firm. My team has a tremendously high level of integrity, intellectual capital, and a deep sense of per
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