What are you looking for in a financial partner?

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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 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

Cleaning

This last weekend my wife went shopping for new walking shoes. She left with $40 in Kohl’s cash and a 30% off coupon.

She came back with new walking shoes and a new piece of technology which our family members have received with mixed reviews.

She loves it. The kids are entertained by it. I find it to be one more source of noise pollution. Our homebound free-roaming pets absolutely hate it.

You likely have guessed at this point that our new piece of technology is a robot vacuum cleaner.

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Double Slow Mo

Momentum in the financial markets is a fickle beast.

Sometimes momentum changes are instant. One moment, traders feel invincible and buy everything they can (perhaps even borrowing funds to do so). The next moment, traders feel the world will collapse and sell everything they can in a panic.

It feels similar to one team in a tug-of-war simply letting go of the rope and watching the other team fall backwards. Except there is rarely any laughter in the markets at those moments.

Sometimes momentum changes are slow. Traders feel like the market is still heading in an upward direction, but progress slows or stalls.

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Time

Some people thrive on drama and adrenaline. Others prefer confidence and serenity.

On Sunday night, the Packers waited until the last three seconds of the game to determine whether their game-long efforts would result in success or failure. With a 17-0 lead at one point in the first half, they certainly had their opportunities on offense, defense, and special teams to win convincingly and confidently.

In a professional football game, a team has a defined 60 minutes in regulation to score as many points as they can while limiting their opponents’ score. There is a sense of urgency given the time limitations. Some would go so far as to say the Packers have never lost a game, they simply ran out of time.

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