Wales Wealth Management Group

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. ⬇️)

29/01/2026

Join us in celebrating our team, Wales Wealth Management Group, which has been named to the 2026 Forbes Best-in-State Wealth Management Teams list! Our team’s passion for understanding our clients’ financial goals and values, and for helping them navigate with more confidence, is remarkable. We’re so grateful to work with our clients every day. https://bit.ly/45EVWNr

16/01/2026

Teamwork with a twist—molten glass and our own fused glass creations. 🔥✨

Our team traded calculators for glass cutters last week at Waterstreet Glassworks, starting with an incredible glass blowing demo and finishing with our own fused glass garden markers.

Creativity level: high.
Fun level: even higher.

07/01/2026

Qualified Charitable Distributions (QCDs) allow individuals age 70½ or older to donate directly from an eligible IRA to a qualified charity. These gifts are excluded from taxable income and may count toward required minimum distributions (RMDs) once applicable—without needing to itemize deductions.

05/01/2026

Thinking about your financial goals as the new year begins?

Whether it’s planning for retirement, saving for a home, or getting ready for an adventure, smart planning makes a difference. Explore six practical tips to consider as you work toward what matters most to you.

Let’s work together to put you on the path toward your financial goals in 2026.

Set specific, realistic money goals and make a detailed strategy to achieve them.

01/01/2026

23/12/2025

Our office will be closed Wed., Dec. 24 through Friday, Dec. 26 in observance of the Christmas holiday. We will re-open on Monday, Dec. 29.

15/12/2025

Join us in wishing Advisor Corey Hansen a very Happy Birthday! 🎂🎉🎈