Wales Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, is proud to announce that the team has been recognized for the fourth consecutive year on the Forbes “Best‑in‑State Wealth Management Teams” list (2023-2026). This continued recognition places the team among an elite group of advisory practices nationwide dedicated to exceptional client service and consistently strong results.
The Forbes ranking honors advisory teams that demonstrate uncompromising ethical standards, deep professionalism, and a sustained record of success. Selections are based on a comprehensive assessment of data submitted by thousands of advisors across the country, with consideration given to assets under management, industry experience, client service model, best practices, and a clean compliance record.
“This fourth consecutive recognition is especially meaningful because it reflects not just a single year of achievement, but a long‑term commitment to excellence,” said Managing Partner Dana Wales, CFP®. “It represents our team’s unwavering dedication to delivering exceptional service and thoughtful, personalized advice to every client we serve. As we move through 2026, we remain focused on helping our clients navigate an increasingly complex financial landscape with clarity, confidence, and purpose.”
This year also marks an important milestone for Wales Wealth Management Group with the expansion of the practice to a second office location in Granger, Indiana. The new space allows the team to serve a broader footprint across Southwest Michigan and Northern Indiana, expanding access to comprehensive wealth management services while reinforcing their commitment to the communities they serve.
The team’s repeat inclusion on the Forbes list underscores their comprehensive approach to wealth management, which blends technical knowledge with a deeply personalized client experience. Wales Wealth Management Group serves high‑net‑worth families, business owners, corporate executives, and individuals with complex planning needs. Their services include financial and retirement planning, investment and risk management, and qualified plan strategies designed to support long‑term goals.
Wales Wealth Management Group is led by Dana Wales, CFP®, BFATM, Private Wealth Advisor, and includes Financial Advisors Wendy Mitchell, CFP®, CKA®; Steve Dirnberger, CFP®, Brian Lee, CFP®; Corey Hansen, CFP®; John Bare, CFP®; and Brian Rush, ChFC®, CLU®. The practice is further supported by Keri Suarez, Director of Client Experience; Kimberly Hedman, Office Manager; and Cheryl Lear, Administrative Assistant/Receptionist. Together, this team has served the Southwest Michigan community since the practice was founded in 1987.
For more information or to schedule an introductory meeting, please contact Keri Suarez at 269‑983‑7555 or explore their website at www.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 approximately 10,000 financial advisors, 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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1Company founded June 29, 1894.
Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Neither Ameriprise Financial nor its financial advisors pay a fee in exchange for these rankings or their use. Ameriprise Financial and/or its financial advisors can pay Forbes/SHOOK Research for additional advertising-related materials. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
Ameriprise Financial Services, LLC is an Equal Opportunity Employer.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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