Independent Financial Advisor Anne C. Sapienza

With IAG since: 2007
Professional Certifications: Chartered Retirement Planning Counselor℠
Personal: Family, animals, outdoor sports and activities
Honors & Awards: Five Star Wealth Manager 8-time award recipient

Phone: 262-446-8150
Fax: 262-446-8135

Since I was a child, the financial markets have fascinated me and very often my grandparents would give me stocks as holiday gifts. We would sit together, pouring over the financial pages in the newspaper, watching the progress of my investments, as I learned the importance of planning for the future by saving and investing. It is that type of one-on-one care that all of us at IAG Wealth Partners take with our clients.

While the many valuable lessons about investing and financial management I learned early on interested me, it wasn’t until someone very close to me was taken advantage of by an unscrupulous “advisor” that I pursued financial planning as a career. From that point on I wanted to do my best to help people avoid these prevalent traps. College provided me with the formal education to enhance my knowledge and give me an edge as an honest and trustworthy resource for those seeking financial guidance.

When seeking a financial advisor, I recommend finding someone who listens to you, who is certified and in a fiduciary capacity, and someone you can trust. Don’t let information overloads or the media’s fear paralyze you. A really good advisor will take the time necessary to help you understand every question you have – every time.

Anne lives in beautiful lake country where she enjoys running, biking, kayaking, cross-country skiing, being on the water, and singing with Crossroad Band. Her passion for community service includes membership on the Ambassadors of Generous Giving Board of the National Christian Foundation and work at Bethlehem Lutheran Church. She also serves on the Board of Directors for Shorehaven Lutheran Homes and as the Vice President of PEO International, a philanthropic organization committed to the development and advancement of women. In addition, Anne has been honored on Milwaukee Magazine’s “Five Star: Wealth Manager” list for 2014-2021*.

*Five Star *2012-2021 award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014-2021 Five Star Wealth Managers.