Wales Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, is pleased to announce that Nicole Coar, CFP®, has joined the practice as a Financial Advisor.
Coar brings more than 12 years of industry experience and a longstanding commitment to helping individuals and families pursue their financial goals through thoughtful planning and personalized advice. Her addition further strengthens a growing team that now includes seven CERTIFIED FINANCIAL PLANNER™ professionals* and 13 team members dedicated to delivering comprehensive wealth management services.
Nicole’s decision to join Wales Wealth Management Group reflects a strategic move to becoming part of a highly collaborative and well-resourced team. The practice has received national recognition as Best-in-State Wealth Management Team by Forbes.
“Nicole has built an outstanding reputation for serving clients with integrity and dedication,” said Dana Wales, CFP®, BFA™, Private Wealth Advisor and Managing Partner of Wales Wealth Management Group. “As our industry becomes increasingly complex, clients benefit from the collective knowledge and support of a team. Nicole was seeking supported independence, where she can continue to serve her clients in her own authentic way while leveraging the resources, specialized planning capabilities, and collaborative experience of a well-resourced organization. We are thrilled to welcome her to our team.”
This year marks the practice’s 39th year serving clients from their offices based in Southwest Michigan and Northern Indiana. Since its founding in June 1987, Wales Wealth Management Group has grown into a premier wealth management team serving individuals, families, business owners, and executives located throughout the nation. As the practice looks ahead to its 40th anniversary in 2027, it remains committed to helping clients achieve their financial goals through personalized advice, collaborative planning, and exceptional service.
The practice’s growth has been driven by a focus on client service, deep planning experience, and investment in both people and community. In addition to earning recognition on the Forbes Best-in-State Wealth Management Teams list for four consecutive years (2023-2026), the team has remained actively engaged in organizations that strengthen Southwest Michigan, including initiatives supporting healthcare, the arts through the Southwest Michigan Symphony Orchestra, youth development through the Boys & Girls Club, education, and numerous other nonprofit and civic organizations.
For Coar, joining the practice provides clients with access to a deep bench of professionals while maintaining the personalized relationships they have come to expect.
“What attracted me most to Wales Wealth Management Group was the culture,” said Coar. “The team shares my belief that financial planning is ultimately about helping people live meaningful lives. The opportunity to collaborate with talented professionals while continuing to serve my clients with the same level of personal attention makes this is an exciting next chapter.”
The addition of Coar reflects the team’s continued commitment to attracting exceptional talent and enhancing the services available to clients. “Great teams are built with great people,” added Wales. “Nicole’s experience, professionalism and client-first mindset make her an outstanding fit for our organization. We look forward to the impact she will have on our clients, our team, and our community for years to come.”
About Wales Wealth Management Group
Wales Wealth Management Group is a private wealth advisory practice serving individuals, families, business owners, and corporate executives throughout Southwest Michigan and Northern Indiana. Founded in 1987, the practice has grown to a team of 13 professionals, including seven CERTIFIED FINANCIAL PLANNER™ practitioners, providing comprehensive financial planning, investment management, retirement planning, risk management, tax-focused planning strategies, and business planning solutions. The team was recognized on the Forbes Best-in-State Wealth Management Teams list for four consecutive years (2023-2026).
About Ameriprise Financial
Ameriprise Financial has been helping people feel more confident about their financial future for more than 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of financial advisors, Ameriprise Financial serves the full range of individual and institutional investors’ financial needs. For more information, visit www.ameriprise.com.
