IAG Wealth Partners

Chris Mitchell, Rusty Peterson and Jason Ganiere all came to IAG Wealth Partners from different backgrounds. Now a managing partner, Mitchell began with IAG 20 years ago after graduating college, Peterson was a longtime partner at another firm, and Ganiere was a police officer for more than 20 years before becoming a financial advisor. But all three joined the financial planning business for a similar reason. “IAG treats its clients the way they should be treated,” Peterson says. “We have a foundation of strong, Christian values.”

IAG was founded in 1985 and has since grown to become one of the top firms in southeastern Wisconsin. The firm’s 12 advisors provide customized financial plans for their clients, including working toward retirement, creating tax-efficient income plans, setting aside money for philanthropy and other goals.

“I think IAG is a perfectly sized firm,” Ganiere says. “We’re large enough to handle client needs with a full financial planning team and support staff, but we’re also small enough that we can provide personalized, tailored service to each client.”

Every IAG client meets with their advisor as frequently as necessary to talk through every step of the planning process. Each advisor specializes in particular areas of financial planning to help meet their clients’ goals.

“One thing that sets IAG apart is our synergy as a team,” Mitchell says. “Advisors at IAG also own shares in the business, so we all have a vested interest in our clients’ success. We bring our own expertise to the table and work together to serve all our clients.”