Terms & Conditions

Last Updated: February 26, 2026

These Terms & Conditions (“Terms”) govern your access to and use of the website located at https://iagwealthpartners.com (the “Site”), operated by IAG Wealth Partners (“IAG,” “we,” “us,” or “our”).

By accessing or using this Site, you agree to be bound by these Terms. If you do not agree, please discontinue use of the Site.

1. Informational Purposes Only – No Investment Advice

The information provided on this Site is for informational purposes only and should not be construed as:

  • Investment advice
  • Financial planning advice
  • An offer to sell or solicit securities
  • A recommendation of any specific investment strategy

Nothing on this Site constitutes personalized financial advice. Investment advisory services are provided only pursuant to a written advisory agreement between IAG Wealth Partners and a client.

2. No Client Relationship

Use of this Site does not create:

  • An investment advisory relationship
  • A fiduciary relationship
  • A client relationship

A client relationship is established only after:

  • Execution of a written advisory agreement
  • Completion of required disclosures
  • Acceptance by IAG Wealth Partners as a client

3. Regulatory Compliance

IAG Wealth Partners operates in accordance with applicable financial regulations, including:

  • The Gramm-Leach-Bliley Act (GLBA)
  • SEC Regulation S-P
  • Applicable SEC and state regulatory requirements

Nothing on this Site should be interpreted as a guarantee of compliance beyond applicable legal standards.

4. Investment Risks

All investments involve risk, including:

  • Market risk
  • Loss of principal
  • Interest rate risk
  • Liquidity risk
  • Economic and geopolitical risks

Past performance does not guarantee future results.

Investment outcomes may vary and are not assured.

5. Accuracy of Information

While we strive to ensure the accuracy of information presented on this Site, we make no representations or warranties regarding:

  • Completeness
  • Reliability
  • Accuracy
  • Timeliness

Financial markets and regulatory environments change frequently.

We reserve the right to update or modify Site content without notice.

6. Third-Party Links

The Site may contain links to third-party websites or resources.

We do not control and are not responsible for:

  • Third-party content
  • Third-party privacy practices
  • Third-party services

Inclusion of links does not imply endorsement.

7. Intellectual Property

All Site content, including:

  • Text
  • Logos
  • Branding
  • Graphics
  • Layout
  • Documents

is the property of IAG Wealth Partners unless otherwise stated and is protected by intellectual property laws.

You may view and download content for personal, non-commercial use only.

Unauthorized reproduction or distribution is prohibited.

8. Privacy & Data Protection

Use of the Site is also governed by our:

  • Privacy Policy
  • Cookie Policy
  • Opt-Out Policy

IAG Wealth Partners utilizes TrustArc compliance technologies to support regulatory transparency and consent management.

We maintain safeguards to protect nonpublic personal information in accordance with GLBA and SEC requirements.

9. Accessibility (AudioEye)

IAG Wealth Partners partners with AudioEye to improve website accessibility.

AudioEye technologies support:

  • Screen reader compatibility
  • Keyboard navigation
  • Visual contrast enhancements

While we strive to meet accessibility standards (including WCAG guidelines), uninterrupted accessibility is not guaranteed.

If you encounter accessibility issues, please contact us at (262) 446-8150.

10. Disclaimer of Warranties

The Site is provided “as is” and “as available.”

We make no warranties, express or implied, including but not limited to:

  • Merchantability
  • Fitness for a particular purpose
  • Non-infringement
  • Availability without interruption

11. Limitation of Liability

To the fullest extent permitted by law, IAG Wealth Partners shall not be liable for:

  • Direct or indirect damages
  • Loss of data
  • Business interruption
  • Investment losses
  • Reliance on Site content

Nothing in these Terms limits liability where prohibited by applicable law.

12. Indemnification

You agree to indemnify and hold harmless IAG Wealth Partners from claims arising from:

  • Your misuse of the Site
  • Violation of these Terms
  • Submission of inaccurate or unlawful information

13. International Users (GDPR Notice)

If you access this Site from outside the United States:

  • You consent to data processing in the United States
  • Data protection laws may differ from those in your jurisdiction

You may exercise GDPR rights as described in our Privacy Policy.

14. Governing Law

These Terms are governed by the laws of:

State of Wisconsin
United States of America

Any disputes shall be resolved in the appropriate courts located in Waukesha County, Wisconsin.

15. Modifications to These Terms

We reserve the right to update these Terms at any time.

Revisions become effective upon posting with a revised “Last Updated” date.

Continued use of the Site constitutes acceptance of the revised Terms.

16. Contact Information

IAG Wealth Partners
N19W24200 Riverwood Dr, Ste 150
Waukesha, WI 53188
United States

Phone: (262) 446-8150
Email: iag@lpl.com