Community Involvement

At Wales Investments we believe in promoting financial independence for all segments of the community. We focus on teaching financial skills that aren't taught in our school system, to help people make better decisions and avoid costly mistakes. We believe that reaching out to families and individuals in transition will help them build sound financial futures and stronger communities. Toward that end, our office has facilitated the following programs:

Support for military reservists: We facilitated a program that paired volunteer financial planners with military reservists for free financial planning sessions provided at the reservists' drill site. The program gave priority consideration to those reservists who are about to be mobilized, or called up for a period of active duty. This transition is very difficult for reservists and their families, as it often causes a drop in income, changes in health insurance coverage and other issues, in addition to the stress having a family member away from the family and exposed to danger. We have also opened the program to spouses of reservists who are deployed, so that we can better assist military families during a time of financial challenges.

Educating at-risk youth: We partnered with a local group that provides support services to foster children approaching the age of majority. Research shows that these children are at high risk for being homeless by their nineteenth birthday after completing their first year outside the foster care system. We focus on providing these teens with basic financial literacy skills to equip them for independence and success as adults.

Heifer International: We donate every year to help achieve, in a small but significant way, to end hunger and poverty and care for the earth, this being the key mission of Heifer International. They work towards empowering families by giving gifts of seeds, livestock & training, enabling the families to generate income in sustainable ways. To learn more about Heifer International and their ongoing work, please visit www.heifer.org. The Steinway Society of the Bay Area: We support the Steinway Society of the Bay Area in its mission to promote the arts in the Bay Area by way of piano recitals and helping young pianists with their musical education. To learn more about the Steinway Society of the Bay Area and their ongoing work, please visit www.steinwaythebayarea.com.