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Wealth Building Building Toward Retirement Managing Wealth In Retirement Succession Planning

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


We know they are coming. The conditions are turning in their favor. The air is getting warmer. The rain is creating standing water.

Yes, the mosquitoes are coming.

Can you predict exactly what minute of what hour of what day you will receive your first mosquito bite this year? Neither can I.

One of the more common questions we are receiving from clients right now is similar in nature.

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New Season

During spring training, I saw several commentaries by sports writers about how the Milwaukee Brewers had significantly upgraded their defense in the off season.

Sure enough, four games into the season the Brewers are under-erroring the competition by a score of 2 to 3.

The challenge is they have only (barely) won one game during the first 2.5% of this season and are currently on pace to finish 40-122. Ouch!

Apparently, winning requires more than under-erroring the competition.

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How would you feel after successfully making 49,000 consecutive free throws, executing 49,000 perfect days of parenting in a row, or assembling 49,000 flawless motorcycles?

Doing something perfectly 50 times a day, seven days a week, for 32 months can certainly build your confidence. You may even start to believe that your skills are infallible.

Overconfidence can be the beginning of disaster, and the last week provided two very different yet similar outcomes driven by overconfidence.

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