IAG Wealth Partners Has Been Building Legacies for Over Three Decades

IAG Wealth Partners has been helping Milwaukeeans plan their futures for over 35 years. 


Photo courtesy of IAG Wealth Partners

Within a year of founding IAG Wealth Partners in 1985, Lori Watt gave birth to her son. “Juggling to start a business while being a new mom was crazy,” Watt says, “I couldn’t afford an assistant, so I had to do everything myself – manually, since affordable computers were just entering the scene.”

Watt started her own firm after five years working at a different financial services company. She found that what she most enjoyed about her role there was working directly with clients to craft a financial plan for their future. While building IAG, she made that personal touch the core service that IAG provides.

“I’m proud to have built this phenomenal team.” – Lori Watt

One year later, Susan Kuhlenbeck joined Lori, became a co-owner, and together they gradually began to build the IAG team. Over three decades, IAG has grown to 30 employees and is now one of the premier wealth management firms in Southeastern Wisconsin. “I love seeing the value we provide for our clients – planning for their financial goals and preparing them for the unexpected.”

The IAG team provides personalized wealth management plans for clients, working with professionals, families, business owners and more. Watt is now focused on the
future, with a plan to help the younger advisors on the team grow and keep IAG going for decades into the future.

“We’ve never been focused on rapid growth at the expense of our culture and client experience, “Watt says. “Our focus has always been on maintaining our legacy for generations to come.”

IAG Wealth Partners

N19 W24200 Riverwood Dr., Waukesha




This story is part of Milwaukee Magazine‘s January issue.

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