We have served as trusted financial advisors to professionals, multi-generational families, retirees, and business owners for 40 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.
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Forbes America’s Top RIA Firms 2024
Forbes Best-In-State Wealth Advisors 2025
Congratulations to Lori Watt and Chris Mitchell for being recognized in 2025 Forbes Best-In-State Wealth Advisors, and Lori in 2025 Forbes Best-in-State Women Wealth Advisors. Read more about Lori | Read more about Chris
Milwaukee Magazine's Women of Distinction
We couldn’t be more proud of our group of women advisors for being selected for the Women of Distinction feature in the November issue of Milwaukee Magazine.
IAG Wealth Partners Named 2024 Faces of Milwaukee!
Check out our featured article in the Milwaukee Magazine where we talk about how we grew to be a part of “Faces of Milwaukee” for 2024! Read More