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Which of these stages best describes YOU?


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 being selected as two of the Women of Distinction featured in the November issue of Milwaukee Magazine. Along with Lori and Susan are the phenomenal women advisors at IAG Wealth Partners, Anne Sapienza, Jayme Heineck, Debra Melvin, and Jenny Bartz. Read more of their story.

2020 Women of Distinction IAG.Group .80 1

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


Every year the youth group at our church holds a pine car derby for the kids. It is a fantastic night of competitive fun.

Some kids (and parents) really get into it. They invest hours designing their car to maximize its speed potential. They study aerodynamic designs, axle angles, wheel lubrication, and weight placement. They spend days carving, sanding, and painting their speed machine. They are in it to win it.

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In my mind, spring begins on March 1. That leaves just over two weeks until I likely encounter disappointment that it is not warmer outside.

Our seasons certainly can bring surprises, but they tend to average out over time. Do you remember December of 2020? We only had half of our normal snowfall in December, but our total precipitation was normal and we had one thunderstorm. The high in Milwaukee on December 23 was 57 degrees.

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Need E

Most Americans do not like being called needy. It conjures up images of weakness, vulnerability, and dependency in a culture that tends to favor rugged individualism.

Yet, if there was one phrase I would use to describe the stock market at this point in time it would be need E.

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