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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 be selected as two of the Women of Distinction featured in the November issue of Milwaukee Magazine. Their encouraging reminder to each other over the past 35 years is to keep pedaling. Read more of their story.

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). 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

Undo Your 2020 RMD

How often does the IRS give you permission to do something illegal?

If you own a beneficiary retirement account and took your Required Minimum Distribution (RMD) early in 2020, this could be your lucky day.

As you likely know, the Coronavirus Aid, Relief and Economic Security (CARES) Act signed into law earlier this year permitted taxpayers to skip taking their 2020 RMDs. This includes both taxpayers who have reached RMD age (either 70.5 or 72 depending on when you were born) and taxpayers who own beneficiary retirement accounts.

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Blast From the Past – Road Trip, originally published April 4, 2018

With our weekly blog writer on vacation, we’d like to bring you a Blast From the Past with Scott’s blog, Road Trip, originally published April 4, 2018. A little over two years later, this seems incredibly timely.

Are you or your family planning a road trip this summer?

When your family takes a long road trip you can likely predict the overall attitude of the clan upon arrival based on two key ingredients: time and distance travelled.

While most families are really close, an extended period of time in close quarters can sometimes drive them apart. Quirky habits become annoyances. Conversations can run in circles. Games can run out of gas.

If the time invested in the car results in great progress toward a much-anticipated destination the family can maintain a positive attitude over time by focusing on that mutual goal.

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Blast From the Past – Back to the Future

With our weekly blog writer, Scott Heins on vacation, we thought we would bring you one of Scott’s original blogs. This one, Back to the Future was originally published October 21, 2015

Your alarm goes off tomorrow morning. You open your eyes and start your morning routines, but something feels different. Your first glance at the mirror reveals a person that looks 30 years older than you were the night before. Are you dreaming? Nope. Somehow the world moved 30 years forward overnight and today is October 21, 2045.

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