Who We Are
Guiding Clients in Making Sound Wealth Management Decisions

Contact UsContact Us
About Us
Based in Waukesha, WI, IAG is an independent, full-service financial planning group.

Our Team
Learn more about the team that makes your planning easy.

IAG Charitable Foundation
Our foundation is committed to helping enact change by providing monetary grants.
The Client Experience
Experience Wealth Planning with Purpose

Contact UsContact Us
Building Wealth
Strategic investing to grow your assets with intention and long-term purpose.

Building towards retirement
Guidance to help you prepare confidently while balancing growth and risk.

Managing Wealth in Retirement
Support for your lifestyle, giving goals, and evolving financial needs.

Succession Planning
Thoughtful planning to transfer wealth smoothly and preserve your legacy.
Personalized Planning
Personalized Advice
Doing things that are in the best interest of our clients is how we provide objective financial investment advice.

Comprehensive Wealth Management
Our goal is to provide a balanced & comprehensive plan that puts you on a path to pursue your dreams.

WealthVision Dashboard
Comprehensive Asset Monitoring, Real-Time Planning, Security, and more.

Investment Management
At IAG Wealth Partners, we start by formulating your personal investment strategy.

Portfolio GPS
We offer clients educational seminars, newsletters, and regularly scheduled portfolio reviews.
News & Media
Weekly Blog
Stay up to date with our weekly blogs.

Seminars & Events
Keep up with our upcoming events.

Market Commentary
Dive into the stock market on topics like the Beltway, foreign markets, and more!

Videos & Seminar Recordings
All things financial protection, identity theft, investing, and more.

Archives
Previous weekly blogs, past events, and more.

Who We Are
Guiding Clients in Making Sound Wealth Management Decisions

Contact UsContact Us
About Us
Based in Waukesha, WI, IAG is an independent, full-service financial planning group.

Our Team
Learn more about the team that makes your planning easy.

IAG Charitable Foundation
Our foundation is committed to helping enact change by providing monetary grants.
The Client Experience
Experience Wealth Planning with Purpose

Contact UsContact Us
Building Wealth
Strategic investing to grow your assets with intention and long-term purpose.

Building towards retirement
Guidance to help you prepare confidently while balancing growth and risk.

Managing Wealth in Retirement
Support for your lifestyle, giving goals, and evolving financial needs.

Succession Planning
Thoughtful planning to transfer wealth smoothly and preserve your legacy.
Personalized Planning
Personalized Advice
Doing things that are in the best interest of our clients is how we provide objective financial investment advice.

Comprehensive Wealth Management
Our goal is to provide a balanced & comprehensive plan that puts you on a path to pursue your dreams.

WealthVision Dashboard
Comprehensive Asset Monitoring, Real-Time Planning, Security, and more.

Investment Management
At IAG Wealth Partners, we start by formulating your personal investment strategy.

Portfolio GPS
We offer clients educational seminars, newsletters, and regularly scheduled portfolio reviews.
News & Media
Weekly Blog
Stay up to date with our weekly blogs.

Seminars & Events
Keep up with our upcoming events.

Market Commentary
Dive into the stock market on topics like the Beltway, foreign markets, and more!

Videos & Seminar Recordings
All things financial protection, identity theft, investing, and more.

Archives
Previous weekly blogs, past events, and more.

Developing a Customized Portfolio GPS™

03

Developing a Customized Portfolio GPS™

Create risk guidelines
Analyze current investment portfolio
Develop asset allocation strategy
Construct portfolio
Maximize tax efficiency
Personal meeting to review customized Portfolio GPS™ and determine next steps

By gagan|April 30, 2025|Comments Off

About the Author: gagan

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.

Quick Links

Offices

Waukesha

N19W24200 Riverwood Dr, Ste 150
Waukesha, WI 53188

Phone: (262) 446-8150
Fax: (262) 446-8135

Janesville

1 Parker Plc, Ste 300
Janesville, WI 53545

Phone: (608) 743-0251
Fax: (608) 752-3993

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IAG Wealth Partners, LLC, a registered investment advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states:

AL, AZ, CA, CO, FL, IA, IL, IN, KY, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, SC, TN, TX, UT, VA, WA, WI

IAG Form ADV | IAG Form CRS | LPL Financial Form CRS

Great Midwest Bank (“Financial Institution”) provides referrals to financial professionals of IAG Wealth Partners, LLC (“IAG”) pursuant to an agreement that allows IAG to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of IAG for advisory services. Please click here for more detailed information.

About Us

Our Team

IAG Charitable Foundation

Building Wealth

Building towards retirement

Managing Wealth in Retirement

Succession Planning

Personalized Advice

Comprehensive Wealth Management

WealthVision Dashboard

Investment Management

Portfolio GPS

Weekly Blog

Seminars & Events

Market Commentary

Videos & Seminar Recordings

Archives

About Us

Our Team

IAG Charitable Foundation

Building Wealth

Building towards retirement

Managing Wealth in Retirement

Succession Planning

Personalized Advice

Comprehensive Wealth Management

WealthVision Dashboard

Investment Management

Portfolio GPS

Weekly Blog

Seminars & Events

Market Commentary

Videos & Seminar Recordings

Archives

Developing a Customized Portfolio GPS™

Developing a Customized Portfolio GPS™

03

Developing a Customized Portfolio GPS™

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About the Author: gagan

Quick Links

Offices