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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.

Lori Watt and Susan Kuhlenbeck


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

Quarantine

The number of cases continues to climb rapidly. It appears to be spreading across our state and our country at a pace that is accelerating.

The range of people’s reaction to this prolonged period of uncertainty is quite wide. Some folks have adopted a strategy of self-isolation while others seem to be openly inviting infection.

This continued spread is taking its toll on the collective psychology of our nation.

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Planning Ahead – Part 2

Today’s blog is the second in a two-part series regarding how a potential Democratic sweep in the November elections could impact your financial plan. Please read last week’s blog regarding itemized deductions and capital gains taxes here.

Today we focus our attention on income taxes, Social Security payroll taxes, and estate taxes.

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Planning Ahead, Part 1

We are now under one month until Election Day 2020, and it appears increasingly likely that the Democratic Party has a greater than 50% chance to control the U.S. House of Representatives, U.S. Senate, and the Presidency starting in January 2021.

As we learned in 2016, the pollsters and pundits are far from perfect. If the electorate that actually votes by November 3 is significantly different from the population they are polling, the results could vary widely.

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