IAG Wealth Partners, LLC

IAG Wealth Partners, LLC is a Financial Planner in Waukesha, WI, located at N19W24200 Riverwood Dr #150. The firm serves professionals, multi-generational families, retirees, and business owners by providing comprehensive financial planning and wealth management services. The team creates customized plans that address every aspect of a client’s personal financial life, including retirement planning, investment strategy, and tax efficiency. They collaborate with clients to establish risk guidelines, analyze current portfolios, and develop asset allocation strategies. Established in 1985, IAG Wealth Partners operates as an independent, full-service financial planning group. The firm employs experienced financial advisors and professional support staff who take a holistic approach to client relationships. Services include retirement Green Zone establishment, business succession planning, and ongoing monitoring of financial roadmaps through proactive meetings. Securities are offered through LPL Financial, a registered broker-dealer, while investment advice is provided by IAG Wealth Partners, a registered investment advisor separate from LPL. Financial Advisors Jayme Heineck and Jesse Sindorf, along with Client Service Associates Mandi Hawk and Lindsay Lavine, are dedicated to serving clients at Great Midwest Bank. The team includes advisors with diverse backgrounds and long tenures. Lori A. Christopher W. Scott D. Heins, a CFP®, joined in 1999 and emphasizes ethical business practices and tax reduction strategies. Anne C. Sapienza, a Chartered Retirement Planning Counselor, joined in 2007 after a career in special education, while Thomas L. Peterson, with an accounting background, has served clients since 2011. IAG Wealth Partners is an independent financial planning firm in Waukesha, WI, known for its holistic approach to wealth management and long-standing service to local families and professionals. IAG Wealth Partners, LLC provides specialized wealth management and financial planning services to the Waukesha community.

The firm is situated on N19W24200 Riverwood Drive, approximately 0.3 miles from Pewaukee Road and 0.6 miles from the East-West Freeway.

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