Wales Wealth Management Group Team Profile

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

Retirement Planning Strategies
Tax Planning Strategies
Wealth Preservation Strategies
Estate Planning Strategies

Wales Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2023 - 2025
Dana Wales, Forbes Best-in-State Wealth Advisors, 2022 - 2024
Wales Wealth Management Group, Ameriprise Client Experience Award, 2020 - 2022

In May 2020, I helped light this display in honor of local healthcare workers.

Corewell Health Southwest Michigan, Board of Directors - Dana Wales, Private Wealth Advisor
Corewell Health Southwest Michigan Foundation, Board of Trustees - Dana Wales, Private Wealth Advisor
Andrews University Board of Trustees - Dana Wales, Private Wealth Advisor
Andrews University President's Advisory Council - Dana Wales, Private Wealth Advisor
Berrien Community Foundation, Member - Dana Wales, Private Wealth Advisor

We’ve got some exciting news to share: Wales Wealth Management Group has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. All of us at Wales Wealth Management Group couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

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