Welcome to Wales Investments

Wales Investments, Inc. 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.  We update financial plans periodically to ensure that the client’s needs are reflected in the current investment strategy.

Wales Investments Inc., is a Registered Investment Advisor with the Securities and Exchange Commission.