Wealth Manager in Waukesha

Wealth Management Services

Your Resource for a Lifetime of Financial Advisory Services

Based in Waukesha, WI, IAG is an independent, full-service financial investment 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 support staff. Our team consists of experienced investment professionals 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, goals, and aspirations.

At IAG we develop a unique relationship with each of our clients. It’s not all about business. We hold “Client Appreciation” social events, offer learning opportunities to build a family rapport that sets IAG apart from others in the financial field. It’s relationships like these that have helped grow IAG to the financial advisor it is today.

Life is a journey. Let IAG Wealth Partners help you travel it prepared.