At iWealth our focus is on YOU!

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I’m…

Our Core Values

iWealth was built on a foundation of Core Values.

They include acting with a servant’s heart and being:

Humble

Hardworking

Trustworthy

Client-Centered

It is our mission to help individuals that share these common values.

Our Services

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives.

Small Business Owners

Owning a business is one thing, but growing it and preserving it for the future is another thing.  At iWealth, we work side-by-side with business owners to maximize their value.

RETIREMENT

95% of people work to retire someday, however they retire FROM work and TO the next phase.  At iWealth, we help you get completely clear about your future and that next phase.

FAMILY

Most of us have families, but keeping them together for Thanksgiving dinner after you are gone is first priority.  At iWealth, we help mom and dad properly set the family up for success.

LIFE EVENTS

With certainty we know that life events will impact all of us.  From divorce, death and career changes, you need to be sure you can take these changes on and prosper as they happen.  At iWealth, we partner with our clients to guide them through these inevitable life events.

Why Choose Us

We Integrate All Of The Key Areas Of Financial Planning:

Wealth Preservation

We help clients make smart decisions with their money.

Wealth Enhancement

We help clients mitigate taxes so they keep more of what they have have.

Wealth Transfer

Taking care of your family is important and we help make certain you have taken the appropriate steps to do this.

Wealth Protection

Protecting your assets from being unjustly taken through litigation or divorce is very important in your planning process.

Charitable Giving

We help clients magnify their gifts now and at death.

Our Process

Today’s economic climate offers unprecedented opportunities. At iWealth, our mission is to help clients take advantage of those opportunities by guiding them along our unique processes:

iPath™

An 8 step process designed and developed by iWealth to help determine and track your financial goals.  Throughout the process, we will provide a well-defined road map for working toward all of your financial goals.  You can expect to receive ongoing advice and professional service to help fine-tune your road map when needs change.

iBuckets™

During our detailed discussions with you, we will uncover what your financial dreams and goals are. We will then help you attach your money to your long and short-term goals and track how their funding is progressing.

Our Team

The iWealth Team consists of two Wealth Advisors and five highly qualified Client Service Assistants. Our seamless, proactive approach to client service is all about helping you save time and worry.

Brad Connors

Brad Connors

President

Over 24 years experience advising individuals, corporations, and institutional investors.

SHAWN POMEROY

SHAWN POMEROY

Vice President / Professional Plan Consultant™

Focus on project management and process improvement.

Deb Deegan

Deb Deegan

Office Manager

Processing account service requests, assisting with paperwork for clients and prospective clients

Patty Buehler

Patty Buehler

Client Services Assistant

Preparing documents for client meetings, updating client files, and assisting with client events.

Monica odenthal

Monica odenthal

Client Services Assistant

Scheduling appointments, appointment reminder and confirmation calls

michelle nieuwsma

michelle nieuwsma

LPL Registered Administrative Assistant

Coordinating the marketing efforts for iWealth and processing account service requests.

COLBY MCINTIRE

COLBY MCINTIRE

Client Services Assistant

Assisting with client meetings, monitoring and following up on meeting action items.

Read Our Book

 

Fish Don’t Clap: Planning For A Purposeful Retirement

 

The right kind of financial advising can help ensure that you’re not just retiring from a long and meaningful career…you’re also retiring to a purposeful and engaged life.

From our book you will learn:
  1. The time to retire isn’t marked by just a dollar figure
  2. You’re retiring “to” and not “from” something
  3. Targeted saving helps you achieve your goals
  4. You can provide for your heirs in different ways, equitably

Schedule An Appointment

We’re looking forward to meeting with you!

Prepare For Your Appointment

Is this your first meeting with iWealth?

Our Location

213 15th Ave NE,
Waseca MN 56093

(507) 835-9111

Our office is located just one block off of Highway 13 North in Waseca.

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