Disclaimer

Last Updated: February 26, 2026

This Website Disclaimer (“Disclaimer”) applies to your use of the website located at https://iagwealthpartners.com (the “Site”), operated by IAG Wealth Partners (“IAG,” “we,” “us,” or “our”).

By accessing or using this Site, you agree to this Disclaimer.

1. No Investment Advice

The information provided on this Site is for informational and educational purposes only.

Nothing contained on this Site constitutes:

  • Investment advice
  • Financial planning advice
  • Tax advice
  • Legal advice
  • A recommendation to buy or sell securities
  • An offer or solicitation for any investment product

Investment advisory services are provided only pursuant to a written agreement between IAG Wealth Partners and a client.

You should consult a qualified financial professional before making investment decisions.

2. No Client Relationship

Use of this Site, including submitting a contact form or requesting information, does not create:

  • An investment advisory relationship
  • A fiduciary relationship
  • A client relationship

A client relationship is established only after:

  • A written advisory agreement is executed
  • Required disclosures are delivered
  • IAG Wealth Partners formally accepts you as a client

3. Investment Risks

All investments involve risk, including:

  • Loss of principal
  • Market volatility
  • Interest rate risk
  • Liquidity risk
  • Economic and geopolitical risks

Past performance is not indicative of future results.

There can be no assurance that any investment strategy will be successful.

4. Regulatory & Compliance Disclosure

IAG Wealth Partners operates in accordance with applicable federal and state regulations governing investment advisers, including:

  • The Gramm-Leach-Bliley Act (GLBA)
  • SEC Regulation S-P
  • Applicable SEC and state regulatory requirements

Registration with regulatory authorities does not imply a certain level of skill or training.

Nothing on this Site should be interpreted as regulatory endorsement.

5. Accuracy of Information

While we strive to ensure that Site content is accurate and current, IAG Wealth Partners makes no representations or warranties regarding:

  • Accuracy
  • Completeness
  • Reliability
  • Timeliness

Market conditions and regulatory requirements change frequently.

We reserve the right to modify content without notice.

6. Third-Party Content & Links

This Site may include links to third-party websites.

IAG Wealth Partners does not:

  • Control third-party content
  • Guarantee third-party accuracy
  • Endorse third-party services
  • Assume responsibility for third-party privacy practices

Accessing third-party websites is at your own risk.

7. Testimonials & Performance Information

If testimonials or performance information are displayed on the Site:

  • They represent individual experiences
  • They do not guarantee similar results
  • They should not be interpreted as typical outcomes

Investment performance data, where referenced, is subject to market risk and fluctuation.

8. Privacy & Data Protection

Use of this Site is also governed by our:

  • Privacy Policy
  • Cookie Policy
  • Opt-Out Policy

IAG Wealth Partners utilizes TrustArc compliance technologies to support regulatory transparency, consent management, and data protection oversight.

We maintain safeguards to protect nonpublic personal information consistent with GLBA and applicable financial regulations.

9. Accessibility (AudioEye)

IAG Wealth Partners partners with AudioEye to enhance website accessibility and usability.

AudioEye tools may provide:

  • Screen reader support
  • Keyboard navigation
  • Contrast and display adjustments

While we strive to meet accessibility standards (including WCAG guidelines), we do not warrant uninterrupted accessibility.

If you experience difficulty accessing the Site, please contact us at (262) 446-8150.

10. Limitation of Liability

To the fullest extent permitted by law, IAG Wealth Partners shall not be liable for:

  • Direct, indirect, incidental, or consequential damages
  • Investment losses
  • Loss of data
  • Business interruption
  • Reliance on information provided on this Site

Nothing in this Disclaimer limits liability where prohibited by law.

11. International Users (GDPR Notice)

If you access this Site from outside the United States:

  • You acknowledge that your information may be transferred to and processed in the United States
  • Data protection laws in the United States may differ from those in your jurisdiction

You may exercise GDPR rights as described in our Privacy Policy.

12. Governing Law

This Disclaimer is governed by the laws of:

State of Wisconsin
United States of America

Any disputes shall be resolved in the appropriate courts located in Waukesha County, Wisconsin.

13. Contact Information

IAG Wealth Partners
N19W24200 Riverwood Dr, Ste 150
Waukesha, WI 53188
United States

Phone: (262) 446-8150
Email: iag@lpl.com