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Wealth Building Building Toward Retirement Managing Wealth In Retirement Succession Planning

Which of these stages best describes YOU?

LEARN HOW IAG WEALTH PARTNERS CAN GUIDE YOU

Why consider IAG Wealth Partners?

At IAG Wealth Partners, we are invested in client relationships that go beyond the numbers. We’re more like family. We have served as trusted financial advisors to professionals, multi-generational families, retirees, and business owners for 30 years with a holistic wealth management process that helps provide clear vision and a path towards long-term goal achievement. Please explore our website and discover how IAG strives to make an enduring difference in our clients’ lives by sharing our knowledge, experience, integrity, and spiritual commitment.

Check the background of this firm on FINRA’s BrokerCheck.


“The world of financial planning is far too complex to not have a financial advisor on your team. Our team’s goal is to help you pursue your goals.”

Susan Kuhlenbeck, VP, Co-Owner

The AdvisoryHQ Top Rated Financial Advisory Firm award is based on a wide range of filters including total assets under management (AUM), firm size/quality, the amount of revenue generated by an advisory firm, fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience.

What's New

The Big Launch

For years I have been told that parenting involves “launching” our children into new situations from early on - think 1st day of kindergarten to the “Big Launch”, also known as going off to college. The fact that I have had 18 years to prepare for this made me believe that I would be ready for this time in my life.

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Rebate

Time is running out for Wisconsin parents to claim their 2018 Child Sales Tax Rebate. If you are a Wisconsin parent with minor children, now is the time to sign up for this rebate before the opportunity closes on July 2.

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Phototaxis

There was a giant party on the deck at my house over the weekend. When the temperatures start climbing all my neighbors come out for a good time – especially when we have the floodlights on.

I have attached a picture in case you are curious what kind of raucous parties I throw on my deck.

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