New NameMay 23, 2018 -
Categorized in: IAG News
Yesterday we unveiled our new name and logo at our 23rd annual Wealth Management Symposium.
Investors Advisory Group is now IAG Wealth Partners.
We are the same people with the same commitment to serving our clients — just with a new name and logo.
We believe IAG Wealth Partners fits us better for several reasons.
Partners describes how well we work with our clients, with each other, and with other professionals. Our relationship with you is a partnership. You rely on our advisors for honest advice to work toward your goals. We rely on you to carry out your financial plan.
Our culture is one of family and teamwork. Our advisors are always willing to help each other as needed to serve our clients well. We also strive to partner with your tax and legal professionals to help you implement and monitor your financial plan properly.
Wealth comes in many forms. While financial assets fall in this category, we consider wealth to include family, time, health, and all other blessings in our clients’ lives.
Our clients can benefit from our advice in all of the areas, not just investments as our old name implied.
IAG is a very important part of our firm’s 33-year history and how we and our clients typically abbreviate our old name.
What has not changed is our commitment to our clients and their well-being. We consider it a privilege and a significant responsibility to care for our IAG family. The more things change the more they stay same.
Quote of the week:
Winston Churchill: “To improve is to change; to be perfect is to change often.”
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IAG Wealth Partners, LLC, (IAG) a registered investment advisor and separate entity from LPL Financial.
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Any opinions are those of IAG and not necessarily those of LPL Financial. Expressions of opinion are as of this date and are subject to change without notice. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein.