About Us

Your Resource for a Lifetime of Financial Advisory Services

An independent, full-service financial investment group established in 1985, IAG Wealth Partners guides clients in making sound wealth management decisions throughout the stages of their lives, with the goal of fulfilling their passions and pursue their dreams.

Our client mix of professionals, multi-generational families, retirees, and business owners reflects the varied experiences and skill sets of our talented advisors and support staff. Our team consists of experienced investment professionals who are dedicated to courtesy, accuracy, and exceptional customer service.  We take a holistic approach to creating sound plans that address every aspect of your personal financial life, goals, and aspirations.

IAG has grown through referrals that are the result of developing a unique relationship with each of our clients. It’s not all about business. We hold “Client Appreciation” social events, offer learning opportunities to build a family rapport that sets IAG apart from others in the financial field.

Life is a journey. Let IAG Wealth Partners help you travel it prepared.