Wealth Management

Wales Investments, Inc. seeks to build and preserve your wealth.  Through client-specific financial analysis and investment research, our services are designed to secure your financial well being for the long term.  As your investment manager, we are dedicated to delivering advice in a manner that is both confidential and consistent with your needs.

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, and we update financial plans on a yearly basis to ensure that the client's needs are reflected in the current investment strategy.  Service and personal attention are the hallmark of Wales Investments Inc.  It is the defining quality that sets us apart from our competition.  The personal relationship that we develop with each of our clients starts with an initial meeting that identifies his or her 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.