Lori Watt of IAG Wealth Partners

Based in Waukesha, WI, IAG is an independent, full-service financial planning group established in 1985. IAG Wealth Partners guides their clients in making sound wealth management decisions throughout the stages of their lives, with the goal of fulfilling their passions and achieving their dreams.

Our client mix of professionals, multi-generational families, retirees, and business owners reflects the varied experiences and skill sets of our talented advisors and professional support staff. Our team consists of experienced financial advisors who are dedicated to courtesy, accuracy, and exceptional customer service. We take a holistic approach to creating sound plans that address every aspect of your personal financial life.

At IAG we develop a unique relationship with each of our clients. It’s not all about business. We host relevant educational workshops and fun social events that make our clients feel like family. It is relationships like these that have helped grow IAG to the financial planning firm it is today.

We hope you’ll choose IAG to help you navigate your financial journey.