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?


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. 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

RMD Clarity

Out of the generosity of its heart, Congress waived most Required Minimum Distributions (RMDs) in 2020. They will likely be back in 2021.

RMDs are the proscribed annual amount that folks over age 72 must take from their tax-deferred retirement plans to fulfill their promise to the government that they will pay income taxes on their accounts.

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If there was ever a year when Thanksgiving should be cancelled, you may think that 2020 is it. Let’s review a few of the reasons you may have to be unthankful this year:

  • Loss of life
  • Overwhelmed health care workers
  • Economic shutdowns and job losses
  • Mask-covered faces
  • Isolation, quarantines, and cancellations
  • Shootings and protests
  • The grind of daily uncertainty
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Traders have short memories and even shorter attention spans.

Just a couple of weeks ago they were wholeheartedly confused about the future, causing an inversion. Today their enthusiasm seems almost unjustified.

In the past week both the S&P 500 (U.S. large companies) and the Russell 2000 (U.S. small companies) have reached record highs. Small company stocks had not reached a new record high for over two years – since August 31, 2018. Large company stocks last set a record high on September 2 before electionitis set in.

How can traders be so upbeat when we are reaching record level of COVID hospitalizations,…

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