

With IAG since: 2022
Personal: Spending time with family and being outdoors playing golf, tennis, and baseball
Phone: (262) 446-8150
Fax: (262) 446-8135
Email: joswald@iagwealthpartners.com
At IAG Wealth Partners, we are dedicated to helping families build a strong financial foundation through trusted guidance, personalized planning, and compelling values. What sets IAG Wealth Partners apart from other wealth management firms is our sense of purpose and spiritual commitment to empower you with the tools and confidence to make wise financial decisions.
I always knew I wanted to help people, and becoming a financial advisor gave me the opportunity to do just that—guide families as they navigate many financial decisions. The foundation IAG Wealth Partners provides allows me to use my skills to listen, understand, and guide each client with care.
While I work closely with each client, I am supported by a team of professionals who bring diverse knowledge and experience to our clients’ personalized financial plans. This collaborative approach allows us to provide deeper insight, broader resources, and more personalized service–so you never have to navigate your financial journey alone.
I obtained my bachelor’s degrees in biology and economics from Ripon College. In 2021, I completed my Master of Business Administration – Finance degree from UW-Milwaukee.
Outside the office, I love staying active, whether it’s golf, tennis, playing baseball, or spending time outdoors. Above all, my favorite moments are those spent with my family. The joy and stability I find in those relationships inspire the way I work with my clients, with care, commitment, and a long-term perspective.






