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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 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.

2020 Women of Distinction IAG.Group .80 1


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

Mobs

I have seen enough mob mentality at work over the last twelve months to last my lifetime. From Portland to Kenosha to Washington, D.C., destructive physical mobs have left a path of devastation and chaos.

It is impossible as individuals to reflect on the actions of a mob without asking ourselves, “What were they thinking?”

The short answer is many of them were likely not thinking.

While most of us hold moral beliefs that would prevent us from ever destroying other people’s lives or property, we also have a natural tendency to go along with a crowd.

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2021

Rarely is a new year welcomed with more enthusiasm and less celebration than 2021. Good riddance to 2020, but the only people watching the ball drop in Times Square were security personnel.

My sense is that people are embracing 2021 with such enthusiasm because they fully expect a return to normal by the end of the year (if not sooner). I can certainly understand the appeal of not wearing masks, freely gathering with friends and family, going to a restaurant, attending a baseball game in the summer, and all of the other normal activities that disappeared in 2020.

All of this optimism certainly lifted the financial markets at the end of 2020. However,

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5,593

On Sunday the President signed into law H.R. 133, The Consolidated Appropriations Act, 2021.” It is a culmination of months of negotiations regarding both COVID-19 relief measures and the federal budget for fiscal year 2021.

If printed, each copy of this 5,593-page piece of legislation would consume 5.5 reams of paper (assuming you printed on both sides) and stand over 11 inches tall. It includes some provisions that will impact financial planning and others that are “just interesting.”

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