Isaac C. Wales CFP, CRPC

11/03/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

11/02/2026

I’m honored to announce I’ve received the 2027 Five Star Wealth Manager award. This award highlights wealth management professionals who are dedicated to providing excellent service. Thank you to my colleagues and clients who made this possible!

Get financial guidance in Plymouth, MN from Isaac Wales & balance pursuing tomorrow's dreams with your goals for today.

10/31/2026

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

10/28/2026

Investment gains can add up over time. So can tax savings. Tax deferral helps keep more of your money invested and working toward your goals year after year.

Contact us and let's talk about what’s possible.

10/27/2026

One of my favorite reminders that success rarely happens overnight...

After 10+ years playing in the Roy Hobbs World Series in Fort Myers, Florida, my 45+ Minnesota Diamonds team checked off a major goal by winning the championship this year!

To make it even better, I hit a walk-off single in the bottom of the 9th inning to bring home the winning run and earned Team MVP honors!

Proof that persistence and preparation pay off, whether you're on the baseball field or in the office. ⚾🏆

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.

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

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?