IAG Wealth Partners

The advisors at IAG Wealth Partners have been providing personalized financial guidance since 1985. The team has a broad range of expertise and specialties, allowing them to develop comprehensive financial plans tailored to each client’s unique goals and circumstances.

Before making investment recommendations, IAG advisors begin by understanding what clients want their wealth to accomplish, then build a strategy designed to support those long-term goals. Once a plan is in place, IAG advisors monitor and adjust strategies as needed to help clients work toward their long-term financial goals. “You can’t simply create a plan and then leave it alone,” says Lori Watt, founder and president of IAG. “Ongoing review and adjustment are crucial so that we can be proactive.”

Each IAG advisor is supported by dedicated operations staff as well as an investment team responsible for portfolio design and ongoing monitoring. This structure allows IAG advisors to spend more time focused on each of their clients.

Amid the rise of artificial intelligence, Watt says speaking with a qualified financial advisor is more important than ever. “AI can be a valuable tool, but financial planning is ultimately about people,” Watt says. “Technology can answer questions, but experienced advisors know which questions to ask. Understanding a client’s goals, concerns and family dynamics requires judgment, perspective and a relationship built over time.”

IAG offers complimentary consultations to determine whether there is a good fit between the firm and prospective clients. “Our goal is not simply to manage investments,” Watt says. “It’s to help people make confident financial decisions and use their wealth to support the life they want to live.”