What are you looking for in a financial partner?

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Wealth Building Building Toward Retirement Managing Wealth In Retirement Succession Planning

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 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

Taking the Boredom Out of Life Insurance

I’m back to talk about another very important aspect of life insurance. Beneficiaries. You all know what that means. It’s the person that benefits from the policy once you are no longer “alive and vertical”. Remember, the policy is not for your benefit, it is for the benefit of the people that mean the most to you in this life.

Every three years, the advisors at IAG Wealth Partners go through an exercise of reviewing beneficiary information with their clients when they are meeting with them for their regularly scheduled financial overview. We are just finishing up on that review year (June 2020 – June 2021). Remember last week when I said that life insurance is not a set it and forget it proposition? Your beneficiary information is one of the very critical reasons why that is.

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Do We Have to Talk About Insurance?

A few weeks ago, I saw a meme on Facebook asking about a subject you could talk about for 30 minutes that you never imagined yourself knowing much about. Strangely enough, the topic of insurance was the first thing that came to my mind. Seriously. If you asked me what I wanted to be when I grew up, it would never have involved insurance, so to be writing about it today is really weird.

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Graduate

On Sunday, my oldest son graduated from high school. We are very proud of his accomplishments, and he is already enrolled for his next steps at Waukesha County Technical College.

The great news about a graduation is that you can’t go backwards. Once you earn that diploma or degree it is yours to keep for the rest of your life. What you do with the skills and knowledge you gained is entirely up to you.

After your last graduation, real life typically begins. You become a student of experience which will teach you far more than your teachers or professors ever did.

The financial markets work the same way.

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