Anne Sapienza

Anne Sapienza, CRPC®, is a Partner and Financial Advisor at IAG Wealth Partners in Waukesha, Wisconsin, where she leads comprehensive, client-centered financial planning for individuals, multi-generational families, retirees, and business owners. Her key responsibilities include developing tailored investment strategies, holistic wealth management, and long-term goal achievement across all major asset classes, with particular emphasis on retirement and estate planning.

With a career at IAG Wealth Partners spanning over 15 years, Anne built her practice from the ground up and is now recognized as a top producer at the firm. She previously worked as a business broker, further strengthening her expertise in business transitions and financial strategy for entrepreneurs. Throughout her tenure, Anne has contributed significantly to IAG’s client-focused approach and was recently acknowledged in Milwaukee Magazine’s Women of Distinction feature for her leadership in wealth management.

Anne holds the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning, along with FINRA Series 7 and Series 66 securities licenses and insurance credentials covering life, health, long-term care, and disability. Her educational background in elementary and adaptive education from Carroll University, combined with specialized financial certifications, enables her to communicate complex investment concepts clearly and guide clients through diverse financial decisions.