Midcoast Wealth Advisors

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Merrillville, IN
Midcoast Wealth Advisors

MidCoast Wealth Advisors
A private wealth advisory practice of Ameriprise Financial Services, LLC

A private wealth advisory practice of Ameriprise Financial Services, LLC

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10/07/2026

At MidCoast, we believe strong teams are built with intention. One framework that helps guide how we work together is Patrick Lencioni’s Ideal Team Player model, which focuses on three qualities: humble, hungry, and smart.

For the MidCoast wealth team, that means listening first, asking thoughtful questions, and recognizing that every client’s financial picture is personal.

Wealth planning is not about assuming we already have all the answers. It is about understanding each client’s goals, concerns, family dynamics, and long-term vision before making recommendations.

Being humble means leading with care, staying teachable, and keeping the focus where it belongs — on helping clients make informed decisions with confidence and clarity.

09/25/2026

Fall planning is about more than estimating what you may owe at year-end.

It is an opportunity to step back, review the bigger picture, and identify areas that could impact your tax and financial position before the year closes.

That may include reviewing income projections, estimated tax payments, retirement contributions, business activity, investment income, and other planning opportunities that still have time to be addressed.

The goal is simple: help you make informed decisions before year-end, rather than reacting after the return is already filed.

09/18/2026

Talking with aging parents about money can be sensitive, but planning before a crisis can help protect their wishes, dignity, and financial well-being.

Start with the essentials: bill-pay details, key accounts, trusted contacts, durable financial power of attorney, health care directives, wills/trusts, and beneficiary designations.

A thoughtful conversation today can make difficult decisions easier tomorrow.

09/10/2026

We just hosted our semi-annual State of the Business meeting, and one highlight stood out: our team’s dedication to continued growth.

At least 11 team members completed new trainings, certifications, or professional designations.

That commitment to learning is one example of how we continue investing in the knowledge and resources needed to serve our clients well.

Because providing thoughtful guidance takes more than experience. It takes a willingness to keep learning, improving, and finding better ways to help clients understand what matters and what comes next.

We’re proud of the work our team puts in behind the scenes, and grateful for the trust you place in us.

09/04/2026

In observance of Labor Day, our offices will be closed on September 7. We will address client requests upon our return on September 8. We hope your day is relaxing!

08/19/2026

Back-to-school season often brings new expenses and shifting priorities for families. It can also be a useful time to revisit education savings - such as 529 plans- monthly cash flow, and longer-term financial goals to make sure today’s decisions still support the future expenses.

08/13/2026

Back in Service!

Since the storms throughout Northwest Indiana knocked out power and internet at our Merrillville location we have been operating remotely to serve our clients. We are now back esuming our operations onsite. We will be open for normal business hours. Thanks for your patience as we get back up and running. For those in the Northwest Indiana Region, we hope you and your family are safe and dry.

08/12/2026

Due to the ongoing power outage, the MidCoast offices will remain closed today. We'll provide updates as we have them.

If you need to contact your MidCoast Advisor, email continues to be the best method of communication. Our team will respond and address your concerns as soon as possible.

Thank you for your continued patience and understanding. We hope you and your families are safe.

07/04/2026

Financial independence is not built overnight—it is earned through consistent decisions, thoughtful planning, and a strategy that connects where you are today with where you want to go. And just as we honor the courage and sacrifice of those who fought for our nation’s independence, we’re reminded that true freedom—financial or otherwise—often comes from discipline, resilience, and a clear vision for the future.

This Independence Day, we’re celebrating the freedom that comes with greater clarity, confidence, and coordination in your financial life—and the lasting impact of building a plan designed to support what matters most to you. 📈

07/01/2026

Being too conservative can be a retirement risk, too.

As retirement gets closer, it is natural to want more stability.

But shifting too far into conservative investments based only on age may limit the growth and income your portfolio needs over time.

Retirement planning is not just about avoiding risk.

It is about managing different types of risk based on your income needs, time horizon, taxes, and long-term goals.

A thoughtful strategy can help balance preservation with continued growth potential, depending on your individual situation.

Address

300 E. 90th
Merrillville, IN
46410

Telephone

+12197368677

Website

http://www.ameripriseadvisors.com/team/midcoast-wealth-advisors/

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