Doing Well by Doing Good – The Dana Wales Wealth Management StoryEnsconced on the mezzanine level, just off the atrium, of downtown St. Joseph’s 505 Building you’ll find the offices of Wales Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. At the helm since the firm’s founding is Dana Wales, Private Wealth Advisor and Certified Financial Planner (TM), practitioner. While Wales is the founding member of Wales Wealth Management Group, he will be among the very first to tell you, “It’s not just me. Their primary bodies of work are wealth management and financial planning. Wales explains, “We aim to ‘Do Well by Doing Good’ when planning our business development and community engagement strategies.

Source: Forbes June 01, 2022 12:35 UTC