Irina Lueth, CTS, Certified Financial Fiduciary
Senior Vice President, CTS™ Investment Advisor Representative
Backed by more than 30 years of experience, Irina Lueth provides proactive financial strategies designed to bring clarity, direction, and confidence to every stage of life. As Senior Vice President of Diversified Wealth Strategies, she partners closely with clients to help grow, protect, and efficiently transfer wealth with purpose and intention.
A Commitment to Fiduciary & Tax‑Focused Excellence
Irina is both a Certified Financial Fiduciary® and a Certified Tax Specialist® (CTS®), bringing a disciplined, client‑first approach to every relationship. Her fiduciary commitment means every recommendation is grounded in transparency, objectivity, and a clear focus on what serves her clients’ best interests.
By integrating tax strategy with comprehensive financial planning, Irina helps clients reduce current and future tax liabilities, enhance income efficiency, and preserve wealth over time. She evaluates the full financial picture — from retirement income and asset allocation to estate considerations and legacy goals — to create cohesive, tax‑aware strategies that strengthen long‑term outcomes.
Irina provides personalized guidance across:
- Retirement & Financial Planning
- Tax‑Efficient Investment Strategies
- IRA & Qualified Plan Rollovers
- Asset Management & Diversified Portfolios
- Insurance & Income Planning
- Medicare & College Planning
- Educational & Tax Workshops
A Clear, Educational Approach
Irina is known for simplifying complex financial and tax concepts, empowering clients to make informed decisions with confidence. Her approach blends strategy, education, and personalized service to build lasting relationships rooted in trust and clarity.
“My goal is to help clients move forward with clarity — aligning tax strategy and financial planning so they can keep more of what they earn and focus on what matters most.”
Life Outside Work
Irina loves the outdoors — reading, gardening, hiking, and boating with her husband at their lake home in Three Lakes, WI. She enjoys walks with her dog Oscar and cherishes time with her daughter Lexie and son‑in‑law Tom. Her warmth, curiosity, and commitment to excellence shape every client experience.