Midcoast Wealth Advisors

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

A private wealth advisory practice of Ameriprise Financial Services, LLC

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In observance of Labor Day, our offices will be closed on September 7. We will address client requests upon our return o...
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!

Back-to-school season often brings new expenses and shifting priorities for families. It can also be a useful time to re...
08/19/2026

Back-to-school season often brings new expenses and shifting priorities for families. It can also be a useful time to revisit education savings - such as 529 plans- monthly cash flow, and longer-term financial goals to make sure today’s decisions still support the future expenses.

08/13/2026

Back in Service!

Since the storms throughout Northwest Indiana knocked out power and internet at our Merrillville location we have been operating remotely to serve our clients. We are now back esuming our operations onsite. We will be open for normal business hours. Thanks for your patience as we get back up and running. For those in the Northwest Indiana Region, we hope you and your family are safe and dry.

08/12/2026

Due to the ongoing power outage, the MidCoast offices will remain closed today. We'll provide updates as we have them.

If you need to contact your MidCoast Advisor, email continues to be the best method of communication. Our team will respond and address your concerns as soon as possible.

Thank you for your continued patience and understanding. We hope you and your families are safe.

Financial independence is not built overnight—it is earned through consistent decisions, thoughtful planning, and a stra...
07/04/2026

Financial independence is not built overnight—it is earned through consistent decisions, thoughtful planning, and a strategy that connects where you are today with where you want to go. And just as we honor the courage and sacrifice of those who fought for our nation’s independence, we’re reminded that true freedom—financial or otherwise—often comes from discipline, resilience, and a clear vision for the future.

This Independence Day, we’re celebrating the freedom that comes with greater clarity, confidence, and coordination in your financial life—and the lasting impact of building a plan designed to support what matters most to you. 📈

Being too conservative can be a retirement risk, too. As retirement gets closer, it is natural to want more stability. B...
07/01/2026

Being too conservative can be a retirement risk, too.

As retirement gets closer, it is natural to want more stability.

But shifting too far into conservative investments based only on age may limit the growth and income your portfolio needs over time.

Retirement planning is not just about avoiding risk.

It is about managing different types of risk based on your income needs, time horizon, taxes, and long-term goals.

A thoughtful strategy can help balance preservation with continued growth potential, depending on your individual situation.

Direct indexing is one way investors can gain exposure to an index by owning many of the individual stocks within it, ra...
06/29/2026

Direct indexing is one way investors can gain exposure to an index by owning many of the individual stocks within it, rather than investing through a single fund. Here are a few general considerations often discussed:

📌 When individual holdings decline, there may be opportunities to realize losses that can help offset gains for tax purposes
📌 In some cases, losses may also offset a limited amount of ordinary income, with unused losses potentially carried forward
📌 This approach is often considered by investors focused on balancing tax efficiency with long-term investment goals

It’s important to note that strategies like this can involve additional complexity, costs, and may not be appropriate for all investors.

Tax-efficient investing isn’t just about what you earn—it’s also about how decisions can impact outcomes over time.



Want to chat more? Schedule a call here: https://bit.ly/4ezyTZg

Meet Alli.Alli plays a key role in shaping the experience our clients have, even if much of her work happens behind the ...
06/26/2026

Meet Alli.

Alli plays a key role in shaping the experience our clients have, even if much of her work happens behind the scenes. She partners closely with our advisors to support a more connected, comprehensive financial planning process.

With 14 years at the firm, her perspective spans every stage of the client journey, from early planning work to leading as Financial Planning Director. That continuity brings clarity and consistency to how we guide clients today.

Her focus is on helping the team deliver advice that feels aligned, proactive, and easy to follow. By connecting the details across planning areas, she helps ensure nothing is overlooked and every recommendation supports the bigger picture.

What drives her is the shared goal across our team: to deliver value in a way that earns trust and leads to a simple but meaningful outcome… hearing “well done.”

06/15/2026

A great night at the ballpark with the South Bend Cubs! ⚾

We had a blast spending the evening with our clients and team members, enjoying good conversation, great company, and a fun night of baseball. Events like this are a great reminder of how much we value the relationships we get to build both in and outside the office.

Thanks to everyone who joined us and helped make it such a memorable night!

Meet Michele.Michele plays an important role in how clients experience our service and support. She helps address everyd...
05/27/2026

Meet Michele.

Michele plays an important role in how clients experience our service and support. She helps address everyday questions, while also acting as a key point of contact when more complex needs arise.

Her work extends well beyond what clients typically see. She supports account applications, service requests, and a wide range of non-trade activities that help ensure everything is handled accurately and efficiently.

What drives her is simple but meaningful. She values making sure clients feel heard and supported at every step. By combining responsive communication with thoughtful problem-solving, she helps create a consistent, positive experience for both clients and the team.

Reliable support. Clear communication. Confidence in every interaction.

Address

300 E. 90th
Merrillville, IN
46410

Telephone

+12197368677

Website

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