Dana Wales, CFP®, a private wealth advisor with Wales Wealth Management Group in St. Joseph, was named to the 2025 list of “Best-in-State Wealth Advisors” published by Forbes. The list recognizes financial advisors who have demonstrated high levels of ethical standards, professionalism, and success in the business. This is his fourth consecutive year being named on the list.
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 firm, his approach to working with clients and compliance record.
Wales is a private wealth advisor and managing partner of Wales Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. Wales graduated from the University of Michigan with a degree in General Studies in 1987. He has 38 years of experience in the financial services industry.
As a Private Wealth Advisor, Wales provides financial advice that is anchored in a solid understanding of client needs and expectations and offers one-on-one relationships with his clients. 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 www.WalesWealthManagementGroup.com.
