TriCoast Wealth Management

TriCoast Wealth Management James focuses on advising and educating clients on wealth creation, management, and preservation.

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
05/31/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

Protect yourself from identity theft.
05/29/2026

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Investors should understand the ways in which financial professionals are compensated for the services they provide.
05/27/2026

Investors should understand the ways in which financial professionals are compensated for the services they provide.

Read this overview to learn how financial advisors are compensated.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
05/24/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Ever heard of a Roth 401(k)? Would one be right for you?
05/22/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Saving for college doesn’t have to be as complicated as college itself.
05/20/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

You’re the conductor of your 401k, IRA and taxable savings.
05/17/2026

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.
05/15/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Do you know how to make a social impact with your investments? Read more now.
05/13/2026

Do you know how to make a social impact with your investments? Read more now.

Learn about the rise of Impact Investing and how it may benefit you.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
05/10/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

Address

17431 Jefferson Highway, Ste B
Baton Rouge, LA
70817

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+12253246455

Website

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