Categories
Financial Services & Investments
Hours:
8:00 a.m. - 5;00 p.m., Monday-Friday
About Us
Wales Wealth Management Group is a private wealth advisory practice powered by Ameriprise Financial Services, LLC, located in St. Joseph, Michigan. The team specializes in comprehensive financial planning, including retirement strategies, tax planning, estate planning, and wealth preservation. Known for its personalized, client-centered approach, the group works closely with individuals and families to align financial strategies with personal goals and risk tolerance.
Wales Wealth Management Group serves households typically ranging from $500,000 to $50M in investable assets. The firm has been recognized multiple years on Forbes Best-in-State Wealth Management Teams list.
