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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


We couldn’t be more proud of our amazing leaders, Lori Watt and Susan Kuhlenbeck for be selected as two of the Women of Distinction featured in the November issue of Milwaukee Magazine. Their encouraging reminder to each other over the past 35 years is to keep pedaling. Read more of their story.

Lori Watt and Susan Kuhlenbeck


The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

 

 

 

 

What's New

Healthy

This is the time of year when eating healthy usually takes a back seat to an abundance of cookies and other Christmas delights.

It is also the time of year to check up on your financial health as one calendar year closes and another opens.

Before your calendar is filled with family visits, wrapping present, and holiday parties, take a few minutes to ensure you are making the most of 2019 and planning ahead for 2020:

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Thanksgiving

While only a week ago, Thanksgiving is almost an afterthought for many people at this point. You may still be eating some turkey leftovers, but the house is probably clean(er) and families have travelled back into their normal lives.

Yes, the logistics of Thanksgiving can be challenging, but you will be pleased to learn that scientists almost unanimously agree that thanksgiving is good for you. And not just on Thanksgiving.

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Obvious

On Monday the Milwaukee Brewers unveiled their brand new logo and uniforms for their upcoming 50th season in Milwaukee. Their new logo is an updated version of the ball and glove logo they used from 1978-1993.

Except it isn’t a ball and a glove, it is really an M and a B for Milwaukee Brewers.

It is so obvious, yet it isn’t.

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