Doing things that are in the best interest of our clients is at the heart of how IAG Wealth Partners provides objective financial investment advice. We don’t make “cookie cutter” recommendations that serve the general population. We truly believe in the importance of an advisor seeing things from each client’s perspective and customizing a plan that has both your long- and short-term goals in mind. This is the common thread that connects our team and the fiduciary duty through which we operate. Fiduciary duty requires us by law, in addition to our practice principles, to put our clients’ interests ahead of our own. We commit ourselves to staying current with financial trends, products, and practices, which helps us to make a responsible decision about your investments.
IAG is a financial partner that makes an investment in the relationships we develop with each of our clients. This is developed through honest and open dialogue, mutual trust and respect, and our dedication to each other’s success.
Every good relationship requires good communication. We encourage our clients to share with us their questions about market activity, major changes in their personal financial portfolio, and information about outside investment of their assets. We also offer clients educational seminars, newsletters, and regularly scheduled portfolio reviews to ensure that clients have every opportunity to more fully understand influences to their financial plan.
Let us tell you more about how we can be your financial partner.