Wales Wealth Management Group

02/07/2026

Take a look at this incredible flag tribute to celebrate our nation’s 250th birthday!

This display of 250 American flags waves proudly beside the Whirlpool Compass Fountain in downtown St. Joseph. Thank you to our building neighbors at DLZ who coordinated with the City of St. Joseph, MI and Lest We Forget to create this stunning patriotic tribute.

If you’re in downtown St. Joseph, be sure to stop by and experience it in person!

Photo courtesy of DLZ.

18/06/2026

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

3 factors driving U.S. stocks higher.

03/06/2026

Join us in celebrating Dana Wales who has been named to the 2026 Forbes Best-in-State Wealth Advisors list.

Congratulations Dana!

All of us at Wales Wealth Management Group share your commitment to building genuine relationships with our clients and providing them with the experience they deserve. Thank you to all of our loyal clients – we are honored to be part of your lives.

https://bit.ly/49XPtPV

29/05/2026

This WWMG tumbler-loving traveler found themselves at the Cliffs of Moher—where the land gives way to the Atlantic and the horizon seems to stretch forever. ☘️🌊

Moments like these are meant to be shared!📸 Have a travel photo with your WWMG tumbler? We’d love to see it! Send it our way at [email protected].

18/05/2026

A little piece of WWMG showed up all the way in Dublin 🇮🇪☘️From cozy Irish pubs to the shadow of St Patrick’s Cathedral, we love seeing where our clients take “us” next! 🌍

Have a travel picture to share with one of our tumblers? Please share with [email protected].

02/04/2026

Our office will be closed on Friday, April 3, in observance of Good Friday.

31/03/2026

We've reached a new level...literally! Our very first billboard is live, and we couldn't be more excited! 🎊🎊

The next time you're passing over the Bicentennial Bridge, look up! 👀 We are officially part of the skyline now.

10/03/2026

We’re so proud of Advisor Steve Dirnberger and his wife, Roxanne, who jumped into action to support those impacted by last week’s tornado in Union City, Michigan.

Steve & Roxanne spent their weekend volunteering with Operation BBQ Relief—serving hot meals, offering comfort, and bringing hope to families and first responders when it was needed most. 💛🔥

04/02/2026

Nine creations. Nine artists. 🧑‍🎨 🎨Zero professional glass skills.
Can you match the masterpiece to its maker?
Grand prize: unmatched bragging rights and zero actual trophies. 🏆

These colorful creations were the product of a recent team building experience at Waterstreet Glassworks, where we each had the opportunity to cut and create our own fused glass garden stakes.
(⬇️Answer key in comment below. ⬇️)