We have served as trusted financial advisors to professionals, multi-generational families, retirees, and business owners for 38 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, Legacy Partner, Financial Advisor
Voting Started!
Voting started today for Milwaukee Magazine Readers’ Choice Awards. Last year, we came in 2nd in our category. Let’s go for 1st this year. Follow this link to vote for us in the Services category. Remember to share with all of your friends and family! We really appreciate all of you.
IAG Wealth Partners Named Milwaukee Magazine's Reader's Choice Winner of 2022!
IAG Wealth Partners is excited to announce that we have been named one of Milwaukee Magazine’s Readers’ Choice Winners for 2022! Read about the other winners of this award in the link below:
IAG Wealth Partners Named 2022 Faces of Milwaukee!
Check out our featured article in the Milwaukee Magazine where we talk about how we grew to be apart of “Faces of Milwaukee” for 2022!
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.
Forbes Best-In-State Wealth Advisors 2023
Congratulations to Lori Watt and Chris Mitchell for being recognized in 2023 Forbe’s Best-In-State Wealth Advisors, and Lori in 2023 Forbe’s Best-in-State Women Wealth Advisors, both the top-ranked LPL advisors on the two lists.