What are you looking for in a financial partner?

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Which of these stages best describes YOU?

LEARN HOW IAG WEALTH PARTNERS CAN GUIDE YOU

Why consider IAG Wealth Partners?

At IAG Wealth Partners, we are invested in client relationships that go beyond the numbers. We’re more like family. We have served as trusted financial advisors to professionals, multi-generational families, retirees, and business owners for 30 years with a holistic wealth management process that helps provide clear vision and a path towards long-term goal achievement. Please explore our website and discover how IAG strives to make an enduring difference in our clients’ lives by sharing our knowledge, experience, integrity, and spiritual commitment.

Check the background of this firm on FINRA’s BrokerCheck.


“The world of financial planning is far too complex to not have a financial advisor on your team. Our team’s goal is to help you pursue your goals.”

Susan Kuhlenbeck, VP, Co-Owner


We couldn’t be more proud of our amazing leaders, Lori Watt and Susan Kuhlenbeck for being selected as two of the Women of Distinction featured in the November issue of Milwaukee Magazine. Along with Lori and Susan are the phenomenal women advisors at IAG Wealth Partners, Anne Sapienza, Jayme Heineck, Debra Melvin, and Jenny Bartz. Read more of their story.

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The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

 

 

 

 

What's New

SALT

Welcome to December! In my personal clearly defined calendar of three-month seasons, winter starts today.

In the not-too-distant future we will be enduring frozen elements such as snow and ice. It is time to make sure your snowblower is operable, your shovels are in good shape, and your municipality has enough salt to keep the roads safer.

Your municipality also has another SALT-related treat for you. At this very moment, your municipal clerk is readying thousands of letters detailing precisely (to the penny) how much the privilege of living in your community is worth on an annual basis. Yes, your property tax bill should arrive within the next week or so.

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Tragedy

Panic-inducing. Heart-wrenching. Mind-boggling. Life-changing.

Those words vastly understate the damage that one evil-minded individual inflicted on our community on Sunday evening.

We are left to mourn the deceased, pray for the maimed, and futilely grasp for ways to explain the unthinkable to our children.

We are thankful for emergency responders and bystanders who leapt into action when confronted with intentional tragedy. The extent of their caring and kindness will likely never be in the headlines where they belong.

While the focus will likely remain on the incomprehensible why of this tragedy, the real focus should be on helping the families that are missing a loved one, those who are laying in the hospital recovering, and those who will struggle for the rest of their lives.

Please join us in praying for both physical and mental healing for those impacted by this senseless act. Please join us in committing to hundreds of unheralded small acts of kindness in the future to improve other people’s lives. Please join us in thankfully acknowledging all of the underappreciated blessing in our lives this Thanksgiving.

 

 

WIN

Who doesn’t want to win?

Whether it is scoring a walk off run at a softball game, writing a viral post, or just getting your kids in the car on time, winning makes people feel happy.

Recent consumer surveys are pointing to a significant increase in unhappiness among Americans. They are collectively unhappier with current conditions and are expecting them to get worse in the future. That is not a winning feeling.

As strongly as the economy has bounced back from the COVID closure in 2020, as much as the financial markets have surged up, as much as unemployment has plummeted, it is not enough to make Americans feel like winners.

What would make Americans feel like winners? Lower inflation.

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