Isaac C. Wales CFP, CRPC

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Isaac C. Wales CFP, CRPC Private Wealth Advisor, Ameriprise Financial Services, LLC.

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What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how w...
10/23/2026

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

10/19/2026

Doing the right thing for clients is always the right choice.

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

Tax season tip 💡​If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible...
10/15/2026

Tax season tip 💡​

If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible — and could help lower your overall tax bill.​

While filing:​
✅ Gather receipts for qualifying medical visits, procedures, or treatments​
✅ Review whether expenses exceed the applicable threshold for deduction

As advisors, we seek to help clients maximize their Social Security benefits by highlighting information needed to do so...
10/13/2026

As advisors, we seek to help clients maximize their Social Security benefits by highlighting information needed to do so. Making informed decisions about timing can have a significant impact on retirement income.

How can I help support your needs?

Tax season reminder 📅​You may still be able to make certain retirement contributions for last year before Tax Day — pote...
10/08/2026

Tax season reminder 📅​

You may still be able to make certain retirement contributions for last year before Tax Day — potentially lowering your taxable income and supporting long‑term goals.

10/05/2026

Financial confidence starts with a plan.

I work closely with clients to build strategies that reflect their goals, adapt to life's changes and help them move forward with greater confidence.

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Ma...
10/02/2026

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Many people are surprised by just how significant those costs can be. Having a plan in place means more choices and less financial stress when it matters most. Ready to feel more prepared for whatever tomorrow brings? Message me to start your long-term care plans today.

Tax season reminder 📋​Your charitable donations — from cash to clothing — may be deductible and could help lower your ta...
10/01/2026

Tax season reminder 📋​

Your charitable donations — from cash to clothing — may be deductible and could help lower your taxable income.

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity whi...
09/30/2026

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity while staying on track. Message me to learn more.

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Plymouth, MN

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 3pm

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