IAG Wealth Partners

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IAG Wealth Partners IAG Wealth Partners is a comprehensive financial planning firm. Our purpose is to tailor advice to each client's financial goals and lifestyle.

Our mission is to guide our clients in making sound wealth management decisions throughout the stages of their lives, so they may fulfill their passions and pursue their dreams. Our caring family culture and team approach allows us to provide each client with a very personal client experience. Our independence and integrity help build confidence as we navigate through the client's financial journey.

🍂🎃 Celebrating all things spooky and sweet, we hope you have a safe and fun Halloween!Photo Credit: iStock 2234851153
10/31/2026

🍂🎃 Celebrating all things spooky and sweet, we hope you have a safe and fun Halloween!

Photo Credit: iStock 2234851153

A little late, but the celebration will continue for a long time! IAG congratulates the Milwaukee Brewers on their World...
10/30/2026

A little late, but the celebration will continue for a long time! IAG congratulates the Milwaukee Brewers on their World Series championship! Photo Credit: AP Photo/Morry Gash, Creator: Morry Gash

Our IAG Social Club provided a yummy caramel apple bar for everyone to enjoy today,  and some of our team showed off the...
10/30/2026

Our IAG Social Club provided a yummy caramel apple bar for everyone to enjoy today, and some of our team showed off their fun costumes for the day’s festivities.

🎊 IAG Anniversary: Jennifer Von Ruden
10/29/2026

🎊 IAG Anniversary: Jennifer Von Ruden

BOO! 👻 Our Market Mood Meter© is feeling startled today.
10/28/2026

BOO! 👻 Our Market Mood Meter© is feeling startled today.

Root, Root, Root for the Home Teams - This week's blog written by Matt Totsky, CFA®, IAG Wealth Platform Manager. Photo ...
10/28/2026

Root, Root, Root for the Home Teams - This week's blog written by Matt Totsky, CFA®, IAG Wealth Platform Manager. Photo credit: ChatGPT

As a lifelong Wisconsin resident and sports fan, I follow our state’s “big four” teams – the Brewers and Bucks here in Milwaukee, the Green Bay Packers, and my alma mater, the UW Badgers.
Even if you’re not a sports fan like me, perhaps you’ve heard the Brewers mentioned on the news once or twice in the past few days. They are now on the verge of doing something they’ve yet to do in their 58 years of existence—winning a World Series championship.
The Bucks? While their season is just a week old, they’re currently 1-3 and will likely see more than their share of losses throughout the season as they begin rebuilding without a certain freak from Greece who requested—and was granted—a trade this offseason.
The Packers and Badgers are a bit of a mixed bag. While the Packers have a winning record at 4-3, they currently sit last in their division, and questions abound about what they can realistically accomplish this season. Similarly, the

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Email from IAG Wealth Partners, LLC This Week's Blog Is Written By Matt Totsky, CFA®, IAG Wealth Platform Manager October 28, 2026 Let's Get Started Root, Root, Root for the Home Teams As a lifelong W

10/28/2026

What makes you more nervous, the markets or game 4 of the World Series?

So much excitement at the office today with anticipation for tonight’s World Series, Game 1. Thanks to our amazing Socia...
10/23/2026

So much excitement at the office today with anticipation for tonight’s World Series, Game 1. Thanks to our amazing Social Club for preparing delicious burgers and hot dogs, and for everyone who brought amazing food to share.
GO BREWERS!

Insensitive Brutes - This week's blog written by Scott Heins, Chief Investment Officer. Photo credit: ChatGPTGiven the e...
10/21/2026

Insensitive Brutes - This week's blog written by Scott Heins, Chief Investment Officer. Photo credit: ChatGPT

Given the election season, you may think this is yet another dehumanizing political ad describing my political opponent. Thankfully, it is not. You do not need to change the channel.

Yet there are insensitive brutes out there. They defy social norms by saying the wrong words at the wrong time, offering unsolicited opinions, or engaging their mouth instead of their ears. They are insensitive to other people’s needs.

Right now, the Federal Reserve is struggling to cope with two insensitive economic brutes who really don’t care about the Fed’s battle to bring inflation down.

These insensitive brutes are seemingly desensitized to the Federal Reserve’s primary tool for reducing inflation – higher interest rates. They continue to borrow money at ever-higher rates and drive increased consumer and business consumption, which keeps the economy humming but also keeps inflation pressure elevated.

Who are these insensitive economic brutes?

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Email from IAG Wealth Partners, LLC This Week's Blog Is Written By Scott D. Heins, CFP®, IAG Chief Investment Officer October 21, 2026 Let's Get Started Insensitive Brutes Given the election season, y

Address

N19W24200 Riverwood Drive , Ste 150
Waukesha, WI
53188

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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