Wales Wealth Management Group, a private wealth advisory practice with Ameriprise Financial in St. Joseph, Michigan, was named to the list of “Best-in-State Wealth Management Teams” published by Forbes. This is the team’s second consecutive year being named on the list.
The list recognizes financial advisors and their teams who have 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 Wealth Management Group was chosen based on assets under management, industry experience, compliance record and best practices in their practice and approach to working with clients.
“This distinction is earned by wealth management teams recognized across the industry for their outstanding performance and client service,” says Bill Williams, executive vice president of the Ameriprise Financial Franchise Group. “We are proud of Wales Wealth Management Group and their dedication to understanding what’s important to their clients, providing personalized advice and helping their clients achieve their long-term financial goals.”
Wales Wealth Management Group is led by Dana Wales, CFP®, BFATM, Private Wealth Advisor. The team includes financial advisors Wendy Mitchell, CFP®, CKA®, Brian Lee, CFP®, and Steve Dirnberger. The team also includes Keri Suarez, Director of Client Experience; Kimberly Hedman, Practice Manager; Cheryl Lear, Administrative Assistant/Receptionist, as well as Financial Planning and Operations Specialists John Bare and Corey Hansen. This team has collectively served in the southwest Michigan community since the practice was established in 1987.
Wales Wealth Management Group provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients. For more information or to schedule an introductory meeting, 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.
About Ameriprise Financial
At Ameriprise Financial, we have 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, we have 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.
Source: Forbes, “Forbes Best-in-State Wealth Management Teams,” Jan. 9, 2024.
The 2024 Forbes Best-in-State Wealth Management Teams list is developed by SHOOK Research and is 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. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This ranking is based on the opinions of SHOOK Research, LLC, is not indicative of future performance or representative of any one client’s experience and is based on data from the previous calendar year. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. 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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