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

This establishes the foundation for your investment plan within the context of your financial and personal goals. Investment management is at its heart dynamic in nature. As your circumstances and goals change over time, we actively adjust your investment portfolio as your life unfolds.

IAG Wealth Partners Waukesha WI
Investment Team from right to left: Scott Heins, Chief Investment Officer, Mike Kellen, Asst. to CIO, Brad Bodus, Mary Paul, and Chas Moede
IAG Wealth Partners Waukesha WI

IAG’s Disciplined Investment Advisory Services include:

Asset Allocation

Optimize your level of investment risk for your personal financial plan.

Portfolio GPS™

Develop your personal investment risk budget and actively help you abide by it.

Portfolio Segmentation

Align your portfolio risk with your future cash flow needs.

Portfolio Monitoring

Review your advisory accounts on an ongoing basis. Daily manager data reviews, potential weekly rebalancing, and quarterly individual account reviews.

Tax Efficiency

Strive for tax efficiency in taxable accounts while abiding by your Portfolio GPS.

Cash Flow Planning

Detail portfolio cash flows that integrate with your tax minimization strategies and long-term financial plan.

In our decades of experience

We have learned that a well-conceived, diversified investment plan provides the discipline required to weather market volatility in a rational and measured way.

IAG Wealth Partners
We create a customized portfolio with the appropriate level of risk for working toward your needs and aspirations.
Our value to clients comes in ensuring that even though markets and your goals and dreams may change over time, they are always top of our mind.