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Third Coast Wealth Planning

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Grand Rapids
CRD Number
Website thirdcoastwealthplanning.com
Client types

Overview

Third Coast Wealth Planning is a boutique financial planning and advisory firm located in Elk Rapids, Michigan. Their mission emphasizes guiding clients through changing financial landscapes with personalized service, rooted in family values and long-term relationships. They provide a blend of investment management, insurance, tax planning, and client education, focusing on clarity and communication. The firm positions itself as a “lifelong financial companion,” adapting strategies over time as clients’ goals evolve. While modest in size, they emphasize local presence, strong client relationships, and a holistic approach to wealth building and protection.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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