Charting the Course to Your Financial Independence

Embracing the rich spirit of America’s Third Coast, we blend precision with a heart-driven approach to invite you on a journey like no other.

Start your journey

Who We Are

In the heart of the Third Coast, where vibrant waters meet steadfast shores, lies a wealth planning team. Founded on family values, trust, and the belief that wealth flows like a river, Third Coast Wealth Planning is your lifelong financial companion.

About us
A scenic landscape view of a Michigan harbor, showcasing boats docked peacefully, with the shimmering blue-green waters reflecting the sky and surrounding area, capturing the serenity and beauty of the lakeside setting.
A clear map view of Michigan, with the Great Lakes prominently highlighted, showcasing their vast expanse, the state's geographical context, and the importance of these freshwater bodies to the region.
An aerial view of a bar graph on paperwork, complemented by a compass, pen, and a pair of glasses laid on top, emphasizing the analytical and navigational nature of the task and the tools aiding the process.

What We Do

With a comprehensive view, we map out a tailored financial strategy to help you chart a long-term course that mirrors your family’s aspirations and dreams. From the beginning, our unwavering dedication is rooted in transparency, integrity, and a profound commitment to your well-being.

✓

Financial planning

✓

Asset management

✓

Brokerage services

✓

Insurance

Find out more

Who We Serve

Our approach caters to a spectrum of clients, from ambitious business visionaries to families seeking to craft lasting legacies. Through the ebbs and flows of financial decisions, we remain your trusted companions.

A man with glasses, comfortably seated on a park bench, engrossed in viewing content on his laptop, capturing the blend of nature and technology, and his focused demeanor in an outdoor setting.

Business Owners

A man and woman, both wearing pleasant smiles, closely examining and discussing paperwork together, reflecting their shared interest, positive interaction, and the significance of the information they're reviewing.

Pre-Retirees

A man and woman, holding each other closely in an embrace, gazing out at a breathtaking mountain lake vista, capturing a moment of shared wonder, connection, and the expansive beauty of nature.

Retirees

A multigenerational family, ranging from young children to grandparents, grouped together and posing for a picture outside, reflecting their familial bonds, shared joy, and the beauty of an outdoor setting.

Families

Read more about our commitment to holistic, transparent, and efficient wealth planning and our process.

Our Process
An expansive aerial perspective of the coast of Michigan, showcasing the intricate shoreline, the juxtaposition of land and water, and the diverse natural beauty of the Great Lakes state.

About Third Coast

Nestled in the heart of the Third Coast, we are your lifelong financial companions. Our story draws inspiration from the captivating landscapes of Michigan, where dynamic waters meet steadfast shores. Rooted in family values and a commitment to sustainable wealth, we’re dedicated to guiding you through an ever-evolving financial landscape with genuine passion and experience.

Insights

Explore our insights at Third Coast Wealth Planning

View All

Why Us?

We create memorable relationships with our clients through our passion for the Third Coast region, our shared community, and the enduring values of integrity, trust, and family. Our distinct approach to portfolio management, firmly grounded in transparency and a heartfelt dedication, helps ensure that every choice we make is dedicated to safeguarding and elevating your family’s lasting legacy.

A joyous image of a man and woman, both smiling and laughing heartily, as they enjoy their time at the back of a boat anchored by the lakeside, capturing their shared moment of happiness and the serene backdrop of the lake.

Chart Your Course

Every financial journey is personal, and we’re here to guide you. Whether you have queries, need professional advice, or just want to share your aspirations, connect with us.

Name(Required)
This field is for validation purposes and should be left unchanged.
Broker Check Logo