IAG Wealth Partners Waukesha WI

Our Mission Statement

To guide our clients in making sound wealth management decisions throughout life’s journey so they may fulfill their passions and pursue their dreams.

Our Spiritual Commitment

Out of love for our Lord and Savior and in service to others, we strive to help our clients fulfill their purpose and accomplish their dreams.

We believe that faith is the foundation for a lifetime of personal and professional wealth. IAG is a team made up of fun, caring, and professional individuals that dedicate themselves to every client, every day.

Our Purpose

To tailor advice to your financial goals and lifestyle.  Through a caring family culture and team approach, we provide you with a superior client-centric experience.  Our independence and integrity help you build comfort and confidence as we navigate your financial journey.