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.

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?

https://conta.cc/3UAm1uF

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

For 40 years, IAG has been the valued advisor to professionals, multi-generational families, retirees, and business owne...
10/19/2026

For 40 years, IAG has been the valued advisor to professionals, multi-generational families, retirees, and business owners. 💼 We’re here to offer expert guidance and clarity as you navigate your financial journey with confidence. Let’s partner up and build a brighter future together! ✨🔑

https://iagwealthpartners.com/

Congratulations to the Milwaukee Brewers on sweeping the Dodgers! Next stop: The World Series! There are a lot of us at ...
10/16/2026

Congratulations to the Milwaukee Brewers on sweeping the Dodgers! Next stop: The World Series!
There are a lot of us at IAG cheering you on. Be sure to leave a blue heart for the Brewers when you read this post!

🎊 IAG Anniversary: Mark Wieselmann
10/16/2026

🎊 IAG Anniversary: Mark Wieselmann

Here in Waukesha, WI, it's a pretty dreary day, but our Market Mood Meter feels upbeat! It must be because the Brewers a...
10/15/2026

Here in Waukesha, WI, it's a pretty dreary day, but our Market Mood Meter feels upbeat! It must be because the Brewers are doing so well. Not really; the markets have no correlation with a professional sports team's success, or lack thereof. However, if you would like to learn more about what does affect the markets, be sure to have a conversation with one of our professional financial advisors. www.iagwealthpartners.com

Investor Safety - This week's blog written by Matt Totsky, CFA, IAG Wealth Platform Manager. Photo credit: iStock 229207...
10/14/2026

Investor Safety - This week's blog written by Matt Totsky, CFA, IAG Wealth Platform Manager. Photo credit: iStock 2292073775

We’ve reached the time of year when orange becomes one of the dominant colors you see as you look around outside. Trees have begun to change, some with brilliant orange leaves. Orange pumpkins are starting to dot roadside stands and front porches. And soon enough, as we approach gun deer season in Wisconsin, you’ll see blaze orange in the woods and around town.
My son has reached the age where he’s interested in hunting (at least in theory) and may want to accompany me to deer camp next month. So, for the past couple of weeks, we’ve been attending hunter safety classes together. I want him to know how to stay safe in the woods, even if he only observes this year.
At the start of every class, the instructors have had the kids recite the four cardinal rules of hunter safety, emphasizing that failing to follow one or more of these rules can lead to a fi***rm accident. They are:

https://conta.cc/3VGqjRu

Email from IAG Wealth Partners, LLC This Week's Blog Is Written By Matt Totsky, CFA®, IAG Wealth Platform Manager October 14, 2026 Let's Get Started Investor Safety We’ve reached the time of year when

At IAG, we’re here to guide you through every stage of your financial journey. Whether you’re a business owner, getting ...
10/12/2026

At IAG, we’re here to guide you through every stage of your financial journey. Whether you’re a business owner, getting ready for retirement, or just starting to plan, our 40 years of experience have helped us strengthen credibility by offering clear guidance and supporting long-term financial goals. Let’s take the next step together—schedule a meeting today and start building your path to success!

https://iagwealthpartners.com/

What day is it, Mike? Well, besides hump day, it's Market Mood Meter day. And while we don't have a fun talking camel to...
10/07/2026

What day is it, Mike? Well, besides hump day, it's Market Mood Meter day. And while we don't have a fun talking camel to announce the day when we share the market's emotions with you, we do have a pretty awesome proprietary diagram for you to enjoy. Today, the market is feeling upbeat.

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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