Our firm provides comprehensive fee-based wealth management services to individual clients, business owners, and institutions. We utilize a customized approach in analyzing and planning a client's investment portfolio, estate plan, cash flow, income taxes, and retirement. Investment strategy recommendations are based solely on the client's specific needs, circumstances and goals. Service and personal attention are the hallmark of Wales Investments Inc. The personal relationship that we develop with each of our clients starts with an initial meeting to focus on the client's needs, objectives, and risk tolerances. We then develop a plan and illustrate our investment process, philosophy, and portfolio design. Once we have agreed upon an appropriate portfolio, we implement our recommendations. Every three months, we send a written portfolio performance report, which gives the client a clear picture of account performance. We are available to meet with clients to review performance each quarter.