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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 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 (June 2019). 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

10% Chance

Only a 10% chance.

According to the National Weather Service, there was only a 10% chance that last weekend’s monster snowstorm which we heard about for days would provide us with a mere 2-3 inches of snow. By their analysis, there was a 90% chance we would get more than 3 inches. See their explanation on the graphic by clicking this link, then click on the picture

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Our first blog of 2020 is dedicated to helping you make 2020 a better year for you and your family.

We will forego all of the 20/20 allusions about vision and foresight, though they may prove irresistible throughout the year.

We will not remind you that the new year brought plenty of changes to retirement accounts. If you are interested in those, please see our previous blog on the SECURE Act.

We will not bore you with our market predictions for the year because, as usual, we do not know with certainty how 2020 will unfold. Only hindsight is 20/20.

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Do you have your Christmas shopping done yet? While holiday retail sales figures have been impressive, I am pretty sure not everyone is quite done with their shopping yet.

The pressure to find the perfect gift is on, and it is only enhanced as the number of shopping days dwindles.

Imagine the anticipation as the first perfect gift was given. As promised that gift arrived in a stable in Bethlehem and his birth was announced by angels and a star.

Sometimes the perfect gift arrives in the strangest form.

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