What are you looking for in a financial partner?

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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

Grind

On Monday IAG Wealth Partners held its annual State of the Company meeting. It is an opportunity for our team to gather off-site to review accomplishments, focus on better ways to serve our clients, and do some team building.

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Focus

This coming Monday, February 18, is President’s Day. I am sure you have all of your family gatherings and celebrations planned at this point.

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Christmas Eve

Will Christmas Eve come again in the next few months?

Based on my calendar the answer is a definite no. It appears Valentine’s Day, Easter, and Mother’s Day are more likely.

Checking in with the financial markets, the odds seem a little higher.

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