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.
2024-09-05T20:00:00
Save the Date
Save the dates for our upcoming webinars! More information and registration information coming soon. (Times listed central time zone)
- November 19 | 11:30am | "Market & Economic Update"
- December 3 | Giving Tuesday for Safe Harbor of Sheboygan County
No products will be sold. For additional important information, visit thrivent.com/disclosures.
2024-09-09T05:00:00
A Conversation with Kendra Scott
Join us and the Thrivent Member Network – East Wisconsin & Upper MI for a conversation with Founder and Philanthropist Kendra Scott! As the founder of Kendra Scott, a globally - recognized jewelry and lifestyle brand, Kendra has built an empire based on her passion for creating beautiful accessories that empower and inspire. Her commitment to innovation, quality, and detail has taken this Kenosha, WI native from a small startup to a billion-dollar brand with over 130 standalone stores.
Her commitment to authenticity, community engagement, and female empowerment has garnered widespread recognition, earning her a place on prestigious lists such as Forbes' "America's Richest Self-Made Women." Kendra and her namesake company remain true to their founding philosophy of “Family, Fashion, and Philanthropy.” Since its beginning, the company has given back over $65 million to local, national, and international causes.
Registration is required to attend. Reserve your tickets today.
No products will be sold at this event. For additional disclosures, see Thrivent.com/social.
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