Team profile

Personalized advice to help you achieve your goals

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.

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Areas of focus

  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Charitable Giving
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Intergenerational Planning

Awards & recognition

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

Community participation

In May 2020, I helped light this display in honor of local healthcare workers.
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
  • Southwest Michigan Symphony Orchestra, Board of Directors - Keri Suarez, Director of Client Experience

Honored to be recognized in Forbes

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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