Third Coast Wealth Planning &Partners

Call Directions Website Contact the business

Third Coast Wealth Planning &Partners Founded by Thomas Shelder, CFP, Wealth Advisor, in Elk Rapids, Mi. Our purpose is to provide comprehensive asset management.

Our commitment to personalized, results-driven service ensures a level of excellence our clients have come to expect. Founded by Thomas Shelder, CFP, Wealth Advisor. Our story draws inspiration from the captivating landscapes of Michigan, where dynamic waters meet steadfast shores. Our purpose is to provide comprehensive asset management and tailored individual financial life navigation. At TCWP, we strive to complement our asset management strategy with great service, solutions-based planning, and personal attention. All with intense focus on value for cost. We are your guiding compass through the intricate waters of generational wealth. Every decision we make is anchored in care and clarity. Our goal is to empower you to create a legacy, driven by our unwavering commitment to your family's financial well-being. Visit: www.thirdcoastwealthplanning.com to learn more. To schedule an appointment: https://calendar.cirrusinsight.com/schedule/tom-shelder

Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member of FINRA, SIPC. Please review our social media guidelines here: https://www.andpartners.com/social-media-guidelines

Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons, or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. This post is for general information purposes only and does not constitute a recommendations or solicitations to buy or sell any security.

10/18/2026

When even high-income consumers feel pinched, you know lifestyle creep and rising fixed expenses can strain any budget—making it essential to give each raise a purpose before spending it.

10/17/2026

Your Plan A doesn’t guarantee job security in today's volatile market as AI replaces jobs, but these six simple steps can help you build a Plan B before you need it.

10/16/2026

Government bond yields are spiking around the world: U.S. Treasuries, Japanese JGBs, and United Kingdom gilts are hitting highs not seen in decades. All pale in comparison to France.

10/15/2026

Forbes reviewed nearly 1,000 sites to come up with the top 25 for pursuits ranging from the arts and fine dining to golf. Here’s how to find your own top spot.

10/14/2026

As AI accelerates the pace of business, leaders are under pressure to keep up. Here's why pausing to think may be one of the most productive things business leaders can do.

10/13/2026

The average 30-year, fixed-rate home loan rose to 7.28 percent, and more buyers are turning to adjustable-rate mortgages. How safe is an ARM? Here's what to know about the risks.

10/12/2026

While each negotiation has its own particulars, there are some general best practices for negotiating a job offer.

10/11/2026

Munis also trade inverse to interest rates and as rates rose, the value of previous-vintage muni bonds declined.

10/10/2026

Five financial lessons (B.R.A.C.E.) learned from surviving a near-fatal family car crash to help investors weather market downturns safely.

10/09/2026

Downsizing in retirement can help simplify your lifestyle, lower expenses and even create extra income. In addition to moving to a smaller home, retirees may benefit from selling unused items, reducing financial accounts, and cutting unnecessary costs.

Address

215 River Street , Unit 2
Elk Rapids, MI
49629

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+12319742208

Website

Alerts

Be the first to know and let us send you an email when Third Coast Wealth Planning &Partners posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Third Coast Wealth Planning &Partners:

Shortcuts

Share

Category