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.
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“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
Milwaukee Magazine's Women of Distinction
We couldn’t be more proud of our group of women advisors for being selected for the Women of Distinction feature in the November issue of Milwaukee Magazine.
America’s Top Women Wealth Advisors
We couldn’t be more proud of our amazing leader, Lori Watt for being selected as one of Forbes fifth annual Top Women Wealth Advisors
The 2021 Forbes Ranking Of America’s Top Women Wealth Advisors: Methodology