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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


Objectivity can be heartless. You can spend most of your life training to be the world’s best in an Olympic event, and another competitor with identical dreams that day can be a mere .001 seconds faster and deprive you of your lifelong aspirations.

The pressure to perform is extreme.

All it takes is one hesitation, a moment of imperfect form, or a fleeting distraction to prevent you from reaching your goal.

Some people thrive under this pressure. Most do not.

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Be honest. Did you feel more confident about the Bucks’ chances at winning the NBA championship before the Finals started or after they lost their first two games?

I know I felt pretty good about the Bucks’ chances when the series was tied 0-0. Losing the first game didn’t shake me too much (after all, it is just one game). Losing the second game created significant doubt. Winning the third game rekindled my hope. The fourth game gave me more confidence, and the fifth game made me think they could win it all.

Confidence and doubt ebb and flow through every aspect of our lives. They are both healthy in the proper doses, but when one of them becomes entrenched it tends to keep its momentum until something changes our mind or our circumstances.

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The Milwaukee Bucks are back in the NBA Finals for the first time in 47 years. It has been what seems like a lifetime. That is likely because I was three years old at the time.

If you happened to have graduated from high school in 1974 when the Bucks were last in the Finals, 47 years later you would be closing in on your own personal postseason of retirement.

Perhaps basketball seasons may have more similarities to your life than you may think.

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