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Which of these stages best describes YOU?

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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 (June 2019). 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

Expectations

I feel like it is March right now.

I really do not like March. Gritty snow piles, gloomy days, cold rain, and brown lawns have no appeal to me. It is like the calendar and weather patterns conspire to pack every environmental irritant I have into one singular month.

The only way I can slog through March is that I have higher expectations for April and May.

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Control

One of the most amazing revelations from the COVID-19 pandemic is how little control we actually have over our daily lives.

In February our daily routines provided us with a sense of comfort, we generally had the freedom to do what we wanted when we wanted, and our social circles gave us a sense of community.

All of that is gone, and for millions of people their jobs disappeared as well.

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Stimulus and Other Changes

You likely have heard of the giant $2 trillion economic stimulus package working its way through Congress. While it is not quite law yet, there are some important provisions that impact investors and are likely to become law in the near future.

If the current version of the legislation is signed into law the following changes will take place:

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