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Wealth Building Building Toward Retirement Managing Wealth In Retirement Succession Planning

Which of these stages best describes YOU?

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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 achieve 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

New Name

Yesterday we unveiled our new name and logo at our 23rd annual Wealth Management Symposium.

Investors Advisory Group is now IAG Wealth Partners.

We are the same people with the same commitment to serving our clients — just with a new name and logo.

We believe IAG Wealth Partners fits us better for several reasons.

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Fire and Ice

Life is often full of unexpected outcomes. Every unexpected event or difficult decision in your life has a ripple effect on your and your family’s future.

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Wedge

Dictionary.com defines a wedge as a “piece of hard material with two principal faces meeting in a sharply acute angle, for raising, holding, or splitting objects by applying a pounding or driving force.”

A wedge is a simple machine. You can use it for gaining some height, driving a golf ball, or splitting logs.

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