What are you looking for in a financial partner?

previous arrow
next arrow
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 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

Taxes, Take One

We are starting to get our first glimpses of potential tax changes that could be coming as early as last week and as far away as ten years from now.

The U.S. House of Representatives’ Ways and Means Committee has begun their work of crafting $2 trillion of tax increases. There will likely be substantial changes to these specific proposals as the legislative process grinds forward, but these at least give us some hints about where Congress intends to raise taxes for individual taxpayers:

Read Entire Article


Historically, September hosts more market tempests than any other month. While history is never a perfect predictor of what will unfold in the future, the conditions this Tempester seem more likely than normal to create some tempests.

Over the next few weeks the key ingredients for shrill headlines, scary games of political chicken, and market-moving madness start coming together:

Read Entire Article


On Sunday, September 5, a host of federal unemployment benefits expired. The 9.3 million people receiving benefits from the Pandemic Unemployment Assistance (PUA), Pandemic Emergency Unemployment Compensation (PEUC), Extended Benefits (EB), or $300 Federal Pandemic Unemployment Compensation (FPUC) programs will see their benefits eliminated this week.

Read Entire Article