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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

Turbulence

The recent turbulence in the stock markets created some excitement for the attention-span-challenged talking heads over the last week or so.

These attention-seeking distractors feel compelled to go searching for causes, assigning blame, and stirring up the worst instincts in long-term investors’ minds whenever there is a bit of turbulence.

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Gulfing

The gulf continues to grow.

The political theater last week highlighted one of the more challenging aspects of living in a country with an economy based on capitalism and a government based on a “small r“ republican form of government.

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Leadership

Identifying when it is time for change in leadership is very difficult for any organization. Has the current leadership team performed as expected? Are the stakeholders pleased with the results? Are the current leaders living in the past or preparing for the future?

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