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.

09/03/2026

There’s no single reason September has such a weak track record for stocks—but a few theories keep coming up. Should you worry this year?

09/02/2026

More skilled professionals identify as influencers than ever before. The homes of their clients are part of the sell to followers.

09/01/2026

It’s easy to assume that most adults are saving for retirement—but whether that’s true depends a lot on age. Federal Reserve survey data show that participation rises quickly in early adulthood, peaks in midlife, and then gradually declines.

Following is the current Market report.
08/31/2026

Following is the current Market report.

The latest issue of Market Week is available.

08/31/2026

n/a

08/31/2026

Business valuation is driven by more than EBITDA multiples. Discover the financial drivers that influence middle-market valuations and what buyers truly value.

08/30/2026

Treasury's doubled buyback program is funded by selling short-term bills. That creates no new money, but it shortens the debt and puts a fiscal hand on long-term rates.

08/29/2026

They lose billions in months and hold quarterly board meetings with their children. Inside the high-stakes, high-reward mindset of the ultrawealthy.

08/28/2026

Smart decision-making means assessing options quickly and refusing to do anything that could capsize the ship — no matter how much you like the opportunity.

08/27/2026

Beef has always been a summer staple. Now, for the first time in years, Americans are actually buying less of it

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

Alerts

Be the first to know and let us send you an email when Third Coast Wealth Planning &Partners posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Third Coast Wealth Planning &Partners:

Shortcuts

Share

Category