IAG Wealth Partners

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.

06/10/2026

The Ups and Downs of Travel—and Financial Planning - This week's blog is written by Jacob Martin, IAG Marketing Specialist. Photo Credit: iStock 2193248516
In honor of this month’s Focus on Education Series, Come Fly with Me event, I wanted to reflect on something many of us enjoy: travel. The anticipation of planning a trip, the unexpected challenges along the way, and the memories that make it all worthwhile can teach us a lot—not just about life, but about financial planning as well.

I have been fortunate enough to visit some incredible places, including Tokyo, Paris, and the Great Wall of China. Each trip has provided unforgettable experiences and valuable lessons about different cultures, relationships, and personal growth.

Of course, social media often highlights only the best moments of travel. We see the breathtaking views, amazing meals, and smiling family photos. What we don’t always see are the flight delays, missed connections, unexpected expenses, or stressful moments that inevitably occur. Yet despite those challenges, most travelers would agree that the experiences and memories are worth it.

Financial planning can be very similar.
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.

06/09/2026

🎊 IAG Anniversary: Jacob Martin

06/08/2026

💡 Looking for the right financial partner? For over four decades, IAG has supported professionals, families, retirees, and business owners with valued guidance and straightforward planning. Let’s create a future you can feel confident about—together.

https://iagwealthpartners.com/

iStock: 1447201683

06/08/2026

IAG Managing Partner, Christopher Mitchell, was recently featured in the Milwaukee Business Journal's Executive Insights series, reflecting on our firm’s growth and why local ownership still matters to our clients and advisors.

Read the full article here: https://www.bizjournals.com/milwaukee/news/2026/06/03/executive-insights-iag-wealth-partners-local.html

06/04/2026

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

06/03/2026

Portfolio Stylings - This week's blog is written by Matt Totsky, CFA®, IAG Wealth Platform Manager. Photo Credit: iStock 2206525646

During my most recent haircut, I found myself noticing the salon’s various signs and advertisements featuring a plethora of hairstyles.

There were conservative, close-cut coifs, medium-length, messier manes, and even some dramatic, daring ‘dos on men and women alike. Each was unique to the individual and, no doubt, reflected some aspect of their personality.

Regardless of the style shown – whether featuring gels, curls, or dyes – all of them indicated that the product or service being offered had the ability to help your hair look its best no matter what style you fancy.

Like your hair, your investment allocation can reflect your personality in much the same way.
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.

06/02/2026

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