Midcoast Wealth Advisors

Home
United States
Merrillville, IN
Midcoast Wealth Advisors

Call Directions Website Contact the business

MidCoast Wealth Advisors
A private wealth advisory practice of Ameriprise Financial Services, LLC

A private wealth advisory practice of Ameriprise Financial Services, LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

11/04/2026

We started MidCoast because we believed financial advice could be more connected.

The decisions you make about retirement, taxes, investments, and estate planning often affect one another. We wanted to create a place where those conversations could happen together, with professionals collaborating around the bigger picture.

MidCoast was built on Midwest values: work hard, do what’s right, build lasting relationships, and take care of people.

Our goal is simple: help you understand your options, see how the pieces fit together, and feel more confident about the decisions ahead.

10/30/2026

Meet Gina.

Gina helps lead and grow client relationships by keeping financial planning personal, connected, and focused on what matters most to each client.

As a Chartered Special Needs Consultant® (ChSNC®), Gina has specialized knowledge in helping individuals and families navigate the unique financial planning considerations that can come with caring for a loved one with special needs.

Working between our St. Joseph, MI and Merrillville, IN locations, she helps create continuity across the practice while collaborating closely with our planning, investment, and operations teams.

Her focus is on building strong relationships, encouraging deeper planning conversations, and continually expanding her expertise so she can bring even more value to the clients she serves.

Two locations. One connected approach. Thoughtful planning for what matters most.

10/29/2026

We’re proud to support the Foodbank of Northwest Indiana with a community food and diaper drive. We're accepting non-cash donations starting now, until November 18th.
With Thanksgiving just around the corner, we’re collecting nonperishable food items to help local families this holiday season. We’re also accepting diaper donations to support their Diaper Bank.
Many neighbors in our community are forced to choose between clean diapers and putting food on the table. We're seeking to help eliminate that problem for families in The Region.
Donations can be dropped off at our Merrillville office: 300 E 90th Dr, Merrillville, IN 46410.
Thank you for helping us support families across Northwest Indiana!

10/23/2026

At MidCoast, we believe strong teams are built with intention.

One framework that helps guide how we work together is Patrick Lencioni’s Ideal Team Player model, which focuses on three qualities: humble, hungry, and smart.

For the MidCoast Wealth team, being hungry means continuing to learn, thinking ahead, and looking for ways to better support the people we serve.

Financial planning is personal, and circumstances can change over time. That is why our team asks thoughtful questions, takes time to understand each client’s goals, and stays proactive as their financial picture evolves.

At MidCoast, being hungry means staying curious, continuing to improve, and bringing a long-term perspective to the planning process so clients can feel informed, supported, and prepared for what comes next.

10/15/2026

Good food, great people, and just the right amount of friendly competition. 🥨🍻
Our annual MidKoastoberfest gave us the perfect excuse to step away from our desks and spend an afternoon together as a team.

We shared a potluck, tested our skills with pretzel toss, raced a few potatoes, and battled it out in Around the World. Most importantly, we had plenty of laughs along the way.

Days like this are a good reminder that some of the best team building happens when we simply make time to connect, have fun, and enjoy each other’s company.
Cheers to the people who make MidCoast such a great place to be! 🍻

10/07/2026

At MidCoast, we believe strong teams are built with intention. One framework that helps guide how we work together is Patrick Lencioni’s Ideal Team Player model, which focuses on three qualities: humble, hungry, and smart.

For the MidCoast wealth team, that means listening first, asking thoughtful questions, and recognizing that every client’s financial picture is personal.

Wealth planning is not about assuming we already have all the answers. It is about understanding each client’s goals, concerns, family dynamics, and long-term vision before making recommendations.

Being humble means leading with care, staying teachable, and keeping the focus where it belongs — on helping clients make informed decisions with confidence and clarity.

09/25/2026

Fall planning is about more than estimating what you may owe at year-end.

It is an opportunity to step back, review the bigger picture, and identify areas that could impact your tax and financial position before the year closes.

That may include reviewing income projections, estimated tax payments, retirement contributions, business activity, investment income, and other planning opportunities that still have time to be addressed.

The goal is simple: help you make informed decisions before year-end, rather than reacting after the return is already filed.

09/18/2026

Talking with aging parents about money can be sensitive, but planning before a crisis can help protect their wishes, dignity, and financial well-being.

Start with the essentials: bill-pay details, key accounts, trusted contacts, durable financial power of attorney, health care directives, wills/trusts, and beneficiary designations.

A thoughtful conversation today can make difficult decisions easier tomorrow.

09/10/2026

We just hosted our semi-annual State of the Business meeting, and one highlight stood out: our team’s dedication to continued growth.

At least 11 team members completed new trainings, certifications, or professional designations.

That commitment to learning is one example of how we continue investing in the knowledge and resources needed to serve our clients well.

Because providing thoughtful guidance takes more than experience. It takes a willingness to keep learning, improving, and finding better ways to help clients understand what matters and what comes next.

We’re proud of the work our team puts in behind the scenes, and grateful for the trust you place in us.

09/04/2026

In observance of Labor Day, our offices will be closed on September 7. We will address client requests upon our return on September 8. We hope your day is relaxing!

Address

300 E. 90th
Merrillville, IN
46410

Telephone

+12197368677

Website

http://www.ameripriseadvisors.com/team/midcoast-wealth-advisors/

Alerts

Be the first to know and let us send you an email when Midcoast Wealth Advisors 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 Midcoast Wealth Advisors:

Show All