Your goals. Our Strategy. Together, building lasting legacies.
Our financial advisors work directly with you on your dedicated planning needs. Reliability, tradition, and commitment are the foundation of our business.
Your goals. Our Strategy. Together, building lasting legacies.
Our financial advisors work directly with you on your dedicated planning needs. Reliability, tradition, and commitment are the foundation of our business.
Our Story
When you work with Third Coast Wealth Advisors, you'll have an entire team of financial professionals building a dedicated strategy focusing on what's important to you. Our team has designed a process that works in partnership with individuals and business owners to achieve financial clarity.
How we work with you
At Third Coast Wealth Advisors, our holistic approach to wealth management integrates your objectives into a personalized plan that grows and changes as your needs and goals do. With more than 100 years of combined industry experience, our team provides comprehensive advice and planning through wealth management, financial planning, and tax management that’s backed by a foundation of reliability, tradition, and commitment.
Our solutions
About Thrivent
Thrivent is a member-owned financial services organization offering advice, investments, insurance, banking and generosity programs to help clients make an impact on the people, causes and communities they love.
Where Money Means More™
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
Events
2024-12-11T15:00:00
Have you used your Thrivent Action Team?
We all want to give back, but sometimes it’s hard to know where to begin. If you’re wondering how you can make a difference, we can help. Thrivent Action Teams are a great way to make a positive impact in your community. Simply gather a team of neighbors or friends for a fundraiser, educational event or service activity.
Thrivent offers all the resources you need to get started, including up to $250 in seed money. Your team provides the passion that brings your project to life.
Join us for this quick 12 minute video (on-demand, watch when you can) to learn more about this member benefit and take you step by step on how to apply for your Thrivent Action Team!
No products will be sold.
2025-05-13T16:30:00
Estate Preservation for the Next Generation Webinar
We are committed to helping you plan for your future—and the future of those that you care most about. Better prepare yourself for the “what-ifs” in life by joining us as we address:
• Essential estate preservation documents you should have.
• What is the purpose of a will?
• Estate taxes and annual gifting limits.
• What is the probate process?
• Advantages of naming beneficiaries on your accounts.
• The Secure Act 2.0 and how it impacts your family.
• Concerns about how to protect your assets.
• Long-term care: Costs and options.
• Effects of income taxation upon death.
2 Sessions Available: May 13 at 11:30 a.m. and 6 p.m.
No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
See thrivent.com/social for additional disclosures.
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Strong and stable
We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 120 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2.4 million clients, as well as the communities in which they live and work.
News and insights
Office information
Operating Hours:
Monday through Thursday 8:00am - 4:00pm, Friday 8:00am - 12:00pm
Phone:
920-743-9143Operating Hours:
Monday through Friday 8:30am - 4:30pm
Address:
927 Center AvenueOostburg, WI 53070
Phone:
920-451-1775Operating Hours:
By Appointment Only
Phone:
920-393-1330Operating Hours:
Monday through Thursday 8:30am - 4:00pm, Friday 8:30am - 12:00pm