Third Coast Wealth Planning &Partners

Third Coast Wealth Planning &Partners Founded by Thomas Shelder, CFP, Wealth Advisor, in Elk Rapids, Mi. Our purpose is to provide comprehensive asset management.

Our commitment to personalized, results-driven service ensures a level of excellence our clients have come to expect. Founded by Thomas Shelder, CFP, Wealth Advisor. Our story draws inspiration from the captivating landscapes of Michigan, where dynamic waters meet steadfast shores. Our purpose is to provide comprehensive asset management and tailored individual financial life navigation. At TCWP,

we strive to complement our asset management strategy with great service, solutions-based planning, and personal attention. All with intense focus on value for cost. We are your guiding compass through the intricate waters of generational wealth. Every decision we make is anchored in care and clarity. Our goal is to empower you to create a legacy, driven by our unwavering commitment to your family's financial well-being. Visit: www.thirdcoastwealthplanning.com to learn more. To schedule an appointment: https://calendar.cirrusinsight.com/schedule/tom-shelder

Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member of FINRA, SIPC. Please review our social media guidelines here: https://www.andpartners.com/social-media-guidelines

Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons, or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. This post is for general information purposes only and does not constitute a recommendations or solicitations to buy or sell any security.

07/16/2026

People who can afford to send their grade-school kids anywhere are choosing new alternative education.

07/15/2026

Starting in 2027, low-income workers may be eligible to receive matching retirement contributions from the Treasury Department.

07/14/2026

See key market data for the week ending July 10, 2026.

07/14/2026

When you plan for retirement, it may seem like you're searching for answers - but what you actually end up doing is balancing tradeoffs.

Following is the current Market report.
07/13/2026

Following is the current Market report.

The latest issue of Market Week is available.

07/13/2026

In the AI era, original thinking gets absorbed into the knowledge base fast — but attribution often doesn't come along for the ride. I know because it happened to me.

07/12/2026

If you’re tempted to claim Social Security benefits early because you’re worried about future reductions to Social Security benefits, don’t make any hasty decisions until you analyze your situation further.

07/11/2026

Leaders and employees don't always agree on who's responsible for AI upskilling. Because the technology is changing so fast, traditional corporate training won't cut it. "We all have to learn a new thing, even if it means doing it on our own time," one CEO said.

07/10/2026

Stock market returns should not distract investors from the new AI trade taking hold.

07/09/2026

Trump Accounts aren't just for newborns. Learn how older kids, tax-free growth, and Roth conversions make these accounts worth a second look for every family.

Address

215 River Street , Unit 2
Elk Rapids, MI
49629

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+12319742208

Website

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