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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 be selected as two of the Women of Distinction featured in the November issue of Milwaukee Magazine. Their encouraging reminder to each other over the past 35 years is to keep pedaling. Read more of their story.

Lori Watt and Susan Kuhlenbeck


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

Concentration

Concentration was not my strength as a grade school student.

One day in second grade I packed up my bag and started walking home when the bell rang for first recess. I had just spent the previous who knows how long daydreaming instead of listening to Mrs. Sebald.

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Not Yet Stress

Let’s say on February 18 you had a premonition. A really strong premonition.

You saw the COVID-19 outbreak surging in Italy and thought that it would soon be arriving in the United States. You correctly diagnosed the negative impact on the American people, our economy, and the financial markets.

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Happy Birthday

On August 30th Warren Buffett celebrated his 90th birthday. While many people admire Mr. Buffett solely for his investment prowess, I admire Mr. Buffett more as a person.

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