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.

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.

Under Pressure - this week's blog written by Scott Heins, Chief Investment Officer and Financial AdvisorWhen is a game n...
10/07/2026

Under Pressure - this week's blog written by Scott Heins, Chief Investment Officer and Financial Advisor
When is a game not just a game?

In the course of a baseball regular season, each individual game is a mere .617% of the entire season. The pressure to perform well on offense and defense during a single game is relatively low as there are always other games to make up for your mistakes.

That is, unless you have a coach like Pat Murphy.

If you listen to the players describe his approach, you get a picture of a coach who focuses entirely on winning each game in the moment. Of course, he plans ahead to ensure players will be available when needed, but his focus on game day is solely to win that game.

That puts pressure on the players to play smart baseball with every at-bat and every defensive play. When a pitcher was not executing the plan, he pulled them out of the game mid-batter. When a batter did not sprint to first base, he put them on the bench for the rest of the game. Message sent.

It did not matter if they were rookies or veterans, every player was held accountable for playing baseball to the coach’s “win today” standards for every .617% of the season.

https://conta.cc/47baBQK

Email from IAG Wealth Partners, LLC This Week's Blog Is Written By Scott D. Heins, CFP®, IAG Chief Investment Officer, Financial Advisor October 7, 2026 Let's Get Started Setting the Pace When is a ga

At IAG, we prioritize building strong, meaningful connections with every client. It’s about more than just business—it’s...
10/05/2026

At IAG, we prioritize building strong, meaningful connections with every client. It’s about more than just business—it’s about creating a sense of community. Through educational workshops and fun social events, we bring our clients together like family. These relationships are what have helped us grow into the valued financial planning firm we are today.

https://iagwealthpartners.com/

If you missed it in September's   Magazine issue, they featured our very own Anne Sapienza as Expert of the Month. If yo...
10/02/2026

If you missed it in September's Magazine issue, they featured our very own Anne Sapienza as Expert of the Month. If you or someone you know needs guidance on their financial journey as they near or enter retirement, Anne is passionate about working with clients to help them achieve their dreams and goals.

Anne Sapienza, partner and financial advisor at IAG Wealth Partners, talks trends in the financial space.

🎊 IAG Anniversary: Mandi Hawk
10/02/2026

🎊 IAG Anniversary: Mandi Hawk

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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