St. Joseph, Michigan – Dana Wales, CFP®, a Private Wealth Advisor and Managing Partner of Wales Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC in St. Joseph, Michigan, has been named to the Forbes ‘Best-in-State Wealth Advisors’ list for the 5th consecutive year (2022-2026)—an achievement that reflects decades of client trust and consistent excellence.
The distinction places him among a select group of advisors nationwide who have consistently demonstrated high levels of ethical standards, professionalism, and success in the business. The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams. Wales was chosen based on assets under management, industry experience, best practices in his practice, his approach to working with clients and compliance record. The Forbes ranking, developed by SHOOK Research, is based on both quantitative factors—including assets under management and industry experience—and qualitative factors such as client impact, best practices, and regulatory record. While performance metrics are considered, the methodology places strong emphasis on the quality and consistency of an advisor’s client relationships.
Since beginning his career in 1987, Wales has advised clients through multiple economic cycles, periods of market volatility, and evolving financial landscapes. Under his leadership, Wales Wealth Management Group has grown into a collaborative 12-person team that includes six Certified Financial Planner™ professionals*. The practice’s approach integrates comprehensive financial planning with investment management, supported by a team-based model designed to provide continuity and depth for every client relationship.
“While this honor bears my name, it reflects the collective support and commitment of my entire team,” said Wales. “We believe better outcomes come from working together to serve our clients at high levels.”
As a Private Wealth Advisor, Wales is focused on helping clients navigate complex financial decisions and build long-term confidence in their financial future. A graduate of the University of Michigan, Wales is deeply committed to serving his community through long-standing leadership and philanthropic involvement. For more information, please contact Keri Suarez at 269-983-7555; visit their offices at 505 Pleasant Street, Ste 200, St. Joseph, Michigan, 49085; or visit their website at WalesWealthManagementGroup.com.
About Ameriprise Financial
Ameriprise Financial has been helping people feel more confident about their financial future for 130 years1. With extensive investment advice, asset management and insurance capabilities and a nationwide network of over 10,000 financial advisors2, Ameriprise Financial has the strength and expertise to serve the full range of individual and institutional investors’ financial needs. For more information, visit ameriprise.com.
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