IAG Wealth Partners

06/02/2026

Learning Legacy - A Podcast with Rusty Peterson

Legacy and generational wealth are cornerstones of wise wealth-building, ensuring that your values, assets, and lessons are passed down through generations. Whether you're just starting to think about the future or already planning for it, securing a flourishing legacy of wealth and wisdom requires thoughtful strategies and expert guidance. Let's explore how to create a timeless legacy that reflects your goals and empowers future generations.

06/01/2026

🎊 IAG Anniversary: Mike Kellen

05/29/2026

What a great evening!

IAG hosted its 29th Annual Wealth Management Symposium last night at the Brookfield Conference Center.

As Founder and President Lori Watt shared, what began in 1996 as a modest event attended by about 50 people in a small room has grown into our largest educational event of the year, welcoming nearly 300 clients.

We're grateful to everyone who joined us and helped make this year's Symposium such a success.

Here are a few photos from last night's event—stay tuned for more highlights and pictures coming next week!

05/29/2026

🎉 Readers’ Choice voting season is here!

We’re honored to once again be in the running for Milwaukee Magazine’s 2026 Readers’ Choice Awards in Financial Planning.

Thanks to the amazing support from our clients, friends, and community, we were fortunate enough to take home the top honor last year 🏆 Now, we’re hoping to make it another memorable year!

If our team has helped you or someone you care about, we’d sincerely appreciate your support in this year’s voting.

🗳️ You can vote once daily through June 5:
https://best-of-milwaukee-2026--milwaukeemag.contest.vote/home/financial-planning

Your encouragement, referrals, and votes truly mean so much to us — thank you for being part of our journey! 🙌

05/28/2026

✨ Confidence starts with clarity. Explore the latest Market Mood Meter® insights and make your next financial decision with a clearer perspective.

05/27/2026

Cruise Control - This week's blog is written by Scott D. Heins, CFP®, IAG Chief Investment Officer. Photo Credit: iStock 1449560121

This past weekend most of my family temporarily migrated to Minnesota for a few days to attend a high school graduation service for two of my nieces.

We were certainly not the only ones on the road this weekend, and I am thankful we made it there and back without incident.

One of my irritants of long-distance interstate driving is people who either purposefully or inadvertently randomly vary their speed.
Read more here⬇

Explore your financial journey mile markers with IAG Wealth Partners. Get expert guidance and personalized planning at every stage for long-term financial success.

05/26/2026

We’re thrilled to celebrate Christopher Mitchell ( #32), Lori Watt ( #44), and Anne Sapienza ( #77) for being recognized on the 2026 Forbes Best-In-State Wealth Advisors List!

This honor reflects their dedication to delivering exceptional guidance, building meaningful client relationships, and making a lasting impact every day. We’re proud to have each of them representing IAG with such excellence and professionalism.

Congratulations on this well-earned recognition! 👏🌟

05/23/2026

🚨 We’re excited to share that voting is open for Milwaukee Magazine’s 2026 Readers’ Choice Awards!

Last year, your incredible support helped us earn the top spot in Financial Planning 🥇 — and we’re hoping to continue the streak with another win this year.

If we’ve made a positive impact on you, your family, or someone you know, we’d be honored to have your vote.

⭐ Vote once per day through June 5: https://best-of-milwaukee-2026--milwaukeemag.contest.vote/home/financial-planning

05/22/2026

Honoring and remembering those who made the ultimate sacrifice for our freedom. We are forever grateful.

📅 Please note: IAG will be closed Monday, May 25, in observance of Memorial Day.

We’ll reopen on Tuesday with our normal business hours.

Photo Credit: iStock 2207835905

05/22/2026

🎊 IAG Anniversary: Laura Ruhnke