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.
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“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
Chris Mitchell Named Forbes Best In State Advisor
IAG managing partner Chris Mitchell has been recognized in Forbes’ Best-in-State Wealth Advisors in Wisconsin. He is the top ranked LPL representative on the 2022 list, and this marks the fourth consecutive year he has been included. We could not be prouder!
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Lori Watt Named Forbes Best In State Advisor
We couldn’t be more proud of our amazing leader, Lori Watt for being selected as one of Forbes Best-In-State Advisors for 2022! Please join us in congratulating her for this achievement and read more about her award below:
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
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.
America’s Top Women Wealth Advisors
We couldn’t be more proud of our amazing leader, Lori Watt for being selected as one of Forbes fifth annual Top Women Wealth Advisors