IAG Wealth Partners

06/24/2026

My First Financial Advisor - This week's blog is written by Matt Totsky, CFA®, IAG Wealth Platform Manager. Photo Credit: Pexels, RDNE Stock project

Who’s the first financial advisor you worked with?

Maybe you were introduced to one of IAG’s dedicated advisors early on and you’ve been working with them from the beginning of your career. Or perhaps you’re with another advisor presently, and for one reason or another the fit no longer makes sense and a caring friend or family member steered you to our firm.

Quite possibly, though, your journey toward financial literacy started like mine—long before you were working with a fee-based financial professional. My first financial advisor was my dad.
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Explore your financial journey mile markers with IAG Wealth Partners. Get expert guidance and personalized planning at every stage for long-term financial success.

06/22/2026

🎊 IAG Anniversary: Canyen Dacquisto

06/21/2026

👔Today, we celebrate the men who’ve shaped our lives. Happy Father’s Day!

Photo Credit: iStock 501363349

06/20/2026

🎊 IAG Anniversary: Christopher Mitchell

06/19/2026

🌿 Brad, Lindsay, Kyle, Dulce, Jon, and Jackson took part in the highway cleanup this week, doing their part to help keep our community clean and beautiful.

A big thank-you to the team for giving back and making a difference!

06/18/2026

🌤️ Clarity can change the outlook. Discover the latest Market Mood Meter® insights and move toward your next financial decision with greater confidence.

06/17/2026

Navigating Blindly - This week's blog is written by Matt Totsky, CFA®, IAG Wealth Platform Manager. Photo Credit: iStock 906834606
This past week, my father and I went on our annual fishing trip to the Chippewa Flowage in northern Wisconsin, a tradition we’ve shared with two other father-son duos for nearly three decades.

The 15,300-acre lake was created when the Winter Dam was constructed in 1923, flooding the surrounding area.

It created a maze of islands, bays, floating bogs, and channels with numerous stumps, logs, and rock bars hiding beneath the surface. Those features provide fantastic fishing spots, but they make the lake incredibly intimidating to navigate, especially at night.
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.

06/15/2026

🧭 Choosing the right financial partner matters. For 40+ years, IAG has helped professionals, families, retirees, and business owners navigate their financial journeys with clarity and expertise. Let’s plan for success—side by side.

https://iagwealthpartners.com/

iStock: 1853657935

06/12/2026

📸 More moments from our incredible Wealth Management Symposium!

This year marked our 29th annual symposium, and we're grateful to everyone who joined us and helped make it such a memorable event. Thank you to our clients, partners, speakers, and team members for being part of another successful year. We look forward to continuing these meaningful conversations and connections for years to come!

06/11/2026

📈 Confidence begins with clarity. Discover the latest Market Mood Meter® insights and approach your next financial decision with greater perspective.