Your Financial Dreams
Start With a Plan

At iWealth, we turn your aspirations into strategies that guide you forward, one thoughtful step at a time.

Guided Wealth PlanningFinancial PlanningRetirement PlanningInvestment StrategyTax & Estate PlanningSecond Opinion Service

Your Financial Dreams Start With a Plan

At iWealth, we turn your aspirations into strategies that guide you forward, one thoughtful step at a time.

Guided Wealth PlanningFinancial PlanningRetirement PlanningInvestment StrategyTax & Estate PlanningSecond Opinion Service

Client Portal

Access your financial information anytime, anywhere.

Upcoming Events

Stay updated with our latest events and webinars.

Financial Tools

Utilize our suite of financial planning tools.

Comprehensive Financial Advisory Services

For Individuals, Families & Businesses

Second Opinion Service in Waseca, MN

Second Opinion Service

Help your loved ones get a fresh perspective with our free meeting.

Generational Wealth Planning in Waseca, MN

Generational Wealth Planning

Provide for your loved ones.

Financial Planning in Waseca, MN

Holistic Financial Planning

Establish tailored financial plans for your unique needs and aspirations.

Investment Planning Services in Waseca, MN

Investment Strategy

Cultivate your investments with our personalized guidance.

Business Planning Waseca

Strategic Business Planning

Preserve your company’s future.

Tax Planning Waseca

Tax & Estate Planning

Preserve your wealth with effective tax and estate planning.

Your Dream, Your Team

We guide you in pursuing your financial dreams with comprehensive wealth planning. Our advisors create customized financial plans with you, not for you.
Our Approach
iWealth Financial Advisors in Waseca, MN

Your Essential Wealth Advisors

Helping You PURSUE Your financial Goals

At iWealth, we believe that success is personal. We’re here to help you define and attain your unique vision of financial independence.

Who We Are

Client-Centered

Your dreams become our goals, and those goals drive all our work with you.

Hardworking

We strive to provide the highest quality financial services to your family.

Trustworthy

In everything we do, we seek to build trust through transparency and integrity.

Humble

We lead with humility, always putting your needs above everything else.

Fish Don't Clap by Brad Connors

Fish Don’t Clap

Plan for a Meaningful Retirement

Join Brad Connors as he introduces his book Fish Don’t Clap and shares his mission to help people retire with the right perspective. Retirement should be a great phase of life, and this book aims to guide you toward that goal. Request your copy today and start your journey to an amazing retirement!

Financial Education

Learn from Our Finance Experience

Congratulations on your 30 years!! You are part of our journey as we go into our “Golden Years.” It has been a pleasure to visit with Brad, JP and the rest of the iWealth team. We feel we are in good hands with your financial knowledge. Thank you and God Bless.

Mike & Judy

We were very pleased that iWealth accepted us and our financial friendship dealings these past 18 years. Back in about 2007 or 2008, we brought some of our financial resources from the University of Minnesota to you for investing for us in our retirement in the Waseca area. Our financial status was not huge but iWealth invested it in various financial homes that have supported us in our 14 years of retirement. We have lived well and comfortably on these resources, and their financial returns will support us well into the future. We have not chewed our fingernails too much except in October 2008. All in all, we have lived very well with iWealth’s financial management of the resources transferred from the U of MN. Moreover, we’ve definitely appreciated the “family” relationship to iWealth’s employees. We consistently enjoy coming through the doors to visit with you folks. We look forward to it in the coming years as well. With long term best wishes,

Gyles and Carol

Start Your Journey to Financial Freedom

Partner with us to create a customized financial plan that aligns with your unique goals.
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