Full service financial planning firm serving individuals, families, and business owners with all aspects of financial planning and wealth management.

Securities offered through LPL Financial, Member SIPC sipc.org Investment advice offered through IAG WEALTH PARTNERS, LLC, a registered investment advisor and separate entity from LPL Financial.

The financial professionals associated with IAG Wealth Partners may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

IAG Wealth Partners

Lori Watt

This department provides expert guidance and support in managing personal and corporate finances.

Financial Services

This department oversees the coordination and execution of business and investment operations.

Operations Management

This department provides administrative and strategic assistance to senior executives to facilitate decision-making and enhance operational efficiency.

Executive Support

This department provides expert financial planning and investment advice to clients.

Financial Advisory

This department manages the financial processes and systems essential for organizational efficiency and accuracy.

Financial Operations

This department provides financial advice and solutions for individual and institutional clients to help them manage and grow their wealth.

IAG Wealth Partners

Org chart

Teams

Financial Services

Operations Management

Executive Support

Financial Advisory

Financial Operations

Wealth Management

Offices

IAG Wealth Partners

Org chart

Teams

Financial Services

Operations Management

Executive Support

Financial Advisory

Financial Operations

Wealth Management

Offices

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