Team profile

Personalized advice to help you achieve your goals

Your financial goals are individual, 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 confident, connected and always in control of your financial life. Sign up for a complimentary initial consultation.

Areas of focus

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

Awards & recognition

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

Community participation

  • Spectrum Health Lakeland Board of Directors - Dana Wales, Private Wealth Advisor
  • Spectrum Health Lakeland 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

Honored to receive recognition

All of us at Wales Wealth Management Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Wales Wealth Management Group team and the great experience we work so hard to provide for our clients every day.

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