Network·Family Office

Iag Wealth Partners, LLC

Unclaimed

📍 WAUKESHA, WI

Family Officemedia
www.iagwealthpartners.com

SEC CRD #801-70404

About

IAG Wealth Partners | Start investing in your financial future Skip to content Client Login Client Login (262) 446-8150 Client Login Client Login Contact Us Contact Us Contact Us Contact Us IAG WEALTH PARTNERS Build Toward Wealth • Manage Your Retirement • Create Your Legacy Start investing in your financial future. previous next /0{{total_slide_count}} 0{{current_slide_index}} For over 40 years, our team members have provided the highest level of service. We are dedicated to continuing our mission to help our clients make sound wealth management decisions so they can pursue their goals. View Our Story View Our Story Our Values At IAG Wealth Partners, we’re more like family. For over 40 years, we have served as valued financial advisors to professionals, multi-generational families, retirees, and business owners. Our Mission Our Mission About Us Your Valued Partners Dedicated to creating comprehensive plans that address every aspect of your financial life, with goals to fulfill your passions, and strategies to pursue your dreams. Lori A. Watt CFP®, Founder, President, and CEO "IAG has thrived because of a strong referral base, respect for results, and the diverse experience of our team. " Full Bio arrow_forward_ios 2025 Forbes Best-In-State Women Wealth Advisor & 2025 Forbes Best-In-State Wealth Advisor Christopher W. Mitchell CFP®, Managing partner, and financial advisor "I think the fundamental key to IAG’s success is our integrity and our holistic approach to financial pla

Key Contact

JA

JENNIFER A. VON RUDEN

CCO

📞 (262) 446-8150

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Geographic Focus

wiunited statessoutheast

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AUM

$1.9B

Location

WAUKESHA, WI

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