St. Joseph, Michigan – Wales Wealth Management Group, a private wealth advisory practice with Ameriprise Financial in St. Joseph, Michigan, was once again recognized as a “Best-in-State Wealth Management Teams” as published by Forbes. This is the team’s third 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, best practices in their firm, their approach to working with clients and compliance record.
“This recognition validates the collective dedication and expertise of our team and reinforces our commitment to delivering an exceptional client experience and results for those we have the privilege to serve,” says managing partner Dana Wales, CFP®. “As we head into 2025, we remain committed to providing our clients with personalized, goal-oriented financial strategies that achieve real, lasting results.”
Wales Wealth Management Group’s inclusion on the 2025 Forbes “Best-In-State Wealth Management Teams” list reflects their commitment to providing high-quality advice and a high-quality relationship to their clients. The practice specializes in helping clients—which includes high-net-worth families, business owners, corporate executives and more—with complex financial needs through services like financial and retirement planning, risk management, and qualified plan strategies. The Forbes recognition adds to the firm’s reputation for delivering personalized, impactful financial advice.
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®, Corey Hansen, CFP®, John Bare, CFP®, and Steve Dirnberger. The team also includes Keri Suarez, Director of Client Experience; Kimberly Hedman, Practice Manager; and Cheryl Lear, Administrative Assistant/Receptionist. This team has collectively served in the southwest Michigan community since the practice was established in 1987.
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
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.
Visit forbes.com for additional information about Forbes.
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. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. 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.
Ameriprise Financial is not affiliated with any religion or faith-based financial advisor organization.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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