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
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
2024-05-01T16:00:00
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.
2024-10-09T17:00:00
Save the Date
Save the dates for our upcoming events! More information and registration information coming soon. (Times listed central time zone)
- November 19 | 11:30am | "Market & Economic Update"
- December 10-25 | Home For The Holidays: a virtual Christmas concert featuring Steven Curtis Chapman
No products will be sold. For additional important information, visit thrivent.com/disclosures.
2024-12-02T13:00:00
Giving Tuesday - Sheboygan
Celebrated on the Tuesday following Thanksgiving, #GivingTuesday kicks off the charitable season, when many focus on their holiday and end-of-year giving. Since its inaugural year in 2012, it has become a movement that celebrates and support giving.
This year, Third Coast Wealth Advisors is partnering with Safe Harbor. Safe Harbor provides services to reach out to those affected by sexual assault and domestic abuse; provide support to those in crisis; and to educate individuals, families and the community, with the tools needed to empower them to live lives free of domestic abuse and sexual assault. We invite you to get involved!
Donate today through the Thrivent Match https://bit.ly/TCSafeHarbor
To help amplify your impact - Thrivent will match your donation. For every $2 donated through this online campaign, Thrivent will add $1 up to an additional match of $3,000.
Collection Drive
There are two ways to make an in-kind donation:
- Purchase an item from the Amazon Wish List at https://a.co/9Pmb6L8
- Donate an item from the list below and deliver to our Sheboygan office December 2nd-5th from 8:00am - 4:00pm **please note: All items must be new**
Lowering Barriers & Increasing Safety:
- Security Doorbells, Window Alarms Flood Lights or Home Monitoring
- Transportation Gift Cards (Bus, Uber, Lyft, Gas)
- Grocery Gift Cards for purchase of food for shelter and groups
- Book / Plant Diversion Safe
Basic Needs/Household Items:
- Deodorant
- Textured Hair Products
- Body Wash / Lotion
- Hand Soap
- Cleaning Supplies
- Paper Towels
- Laundry Detergent
- Dish Detergent
- Dishwasher Detergent
- Sponges
Shelter
- Sound Machines
- Laundry Baskets
- Storage Totes
- Baby Monitors
- Silverware
- Kitchen Utensils
- Plastic Plates & Glasses
- Mugs
- Bedside Fans
- Bath Towels
- Plastic/Cling Wrap
- Aluminum Foil
No products will be sold. Safe Harbor is not affiliated with or endorsed by Thrivent.
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:
920-393-1330Operating Hours:
Monday through Thursday 8:30am - 4:00pm, Friday 8:30am - 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