Thomas L. Peterson, Partner, Financial Advisor

With IAG since: 2011
Personal: Family, sailing, and sports
Honors & Awards: Five Star Wealth Manager 5-time award recipient

Phone: 262-446-8150
Fax: 262-446-8135

Stage of life investing is a key to helping clients as they try to protect and grow their assets. It has always been my goal to work for a firm that provides an individualized approach with a comprehensive approach to financial awareness. At IAG Wealth Partners the attention, personal relationships, compassion, and value we provide enables our clients to implement a plan that they can be confident in for today, as well as in the future.

Drawing on nearly two decades of experience, I recognize the unique planning needs of clients who want to maintain their lifestyle in their retirement years. I also rely on my accounting background to design and implement short- and long-term tax reduction strategies that will allow my clients to continue working towards their goals and dreams.

I really enjoy the advisors and staff at IAG. It’s always great to have a feeling of family when you are at work. I know that each person here will help in any way possible, whether it’s me or a client that may need a hand. As a team, we go well beyond just the investments to make sure our clients are prepared for whatever life throws at them in retirement. Our focus and planning on every aspect of our clients’ lives sets us apart.

Tom and his wife, Katy along with their five children, reside in Wauwatosa and enjoy spending time outdoors hunting, fishing, and downhill skiing. He has also been an avid sailboat racer since childhood. Tom was a partner with Peterson & Tracey Financial Services from 2002 – 2011 and he holds a BA in Accounting from UW-Eau Claire. He has also been honored on Milwaukee Magazine’s “Five Star: Wealth Manager” list for 2014  & 2015*.

*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, 2015, 2016, 2017, 2018 and 2019 Five Star Wealth Managers.