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    About iWealth

    At iWealth, we are passionate about helping individuals, families, and businesses pursue their financial goals.

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    Schedule a meeting with one of our wealth advisors to start your journey toward financial independence.

    Brad Connors
    Shawn Pomeroy
    Gary Guentzel
    Johnathon “JP” Eykyn
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    an Advisor

    Collaborate with a team that values quality and sophistication in financial advising. At iWealth, you’ll find the support and tools you need to thrive in your career.

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    • Who We Are
    • Meet the Team
    • Our Approach
    • Giving Back
    • Upcoming Events
  • Services
    Who We Serve

    Explore how iWealth’s 80+ years of combined experience support young professionals, growing families, intentional retirees, business owners, and high-net-worth households—by bringing clarity, tax-smart strategies, and tailored financial planning to every unique journey.

    Who We Serve
    Financial Services

    We offer a wide range of financial planning services designed with a goal to help you pursue your goals. Our team of experienced advisors works with you to create personalized strategies centered on your dreams for the future.

    Generational Wealth Planning
    Holistic Financial Planning
    Investment Strategy
    Strategic Business Planning
    Tax & Estate Planning
    Second Opinion Service
    Private Client Group

    Living an affluent life can quickly become overwhelmingly busy. iWealth offers an experienced CFO-style level of support through our Plan on Purpose Office and our For Days Coming Network so that you have a valued quarterback to help simplify your life.

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    • Second Opinion Service
    • Who We Serve
    • Generational Wealth Planning
    • Holistic Financial Planning
    • Investment Strategy
    • Strategic Business Planning
    • Tax & Estate Planning
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    Explore articles, podcasts, and videos to enhance your financial knowledge.

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    Financial Tools

    Use our calculators to make informed and better financial decisions today.

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    Search iWealth Resources….

    • Education
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  • About
    About iWealth

    At iWealth, we are passionate about helping individuals, families, and businesses pursue their financial goals.

    Who We Are
    Meet the Team
    Our Approach
    Giving Back
    Upcoming Events
    Meet with an Advisor

    Schedule a meeting with one of our wealth advisors to start your journey toward financial independence.

    Brad Connors
    Shawn Pomeroy
    Gary Guentzel
    Johnathon “JP” Eykyn
    Join iWealth as
    an Advisor

    Collaborate with a team that values quality and sophistication in financial advising. At iWealth, you’ll find the support and tools you need to thrive in your career.

    Learn More
    • Who We Are
    • Meet the Team
    • Our Approach
    • Giving Back
    • Upcoming Events
  • Services
    Who We Serve

    Explore how iWealth’s 80+ years of combined experience support young professionals, growing families, intentional retirees, business owners, and high-net-worth households—by bringing clarity, tax-smart strategies, and tailored financial planning to every unique journey.

    Who We Serve
    Financial Services

    We offer a wide range of financial planning services designed with a goal to help you pursue your goals. Our team of experienced advisors works with you to create personalized strategies centered on your dreams for the future.

    Generational Wealth Planning
    Holistic Financial Planning
    Investment Strategy
    Strategic Business Planning
    Tax & Estate Planning
    Second Opinion Service
    Private Client Group

    Living an affluent life can quickly become overwhelmingly busy. iWealth offers an experienced CFO-style level of support through our Plan on Purpose Office and our For Days Coming Network so that you have a valued quarterback to help simplify your life.

    iWEALTH PLAN ON PURPOSE OFFICE
    • Second Opinion Service
    • Who We Serve
    • Generational Wealth Planning
    • Holistic Financial Planning
    • Investment Strategy
    • Strategic Business Planning
    • Tax & Estate Planning
  • Resources
    Financial Education

    Explore articles, podcasts, and videos to enhance your financial knowledge.

    Start Learning
    Financial Tools

    Use our calculators to make informed and better financial decisions today.

    Access Tools
    Online Accounts

    Manage your investments with iTrack, LPL, and Guided Wealth Portfolio.

    Access Accounts

    Search iWealth Resources….

    • Education
    • Financial Tools
    • Online Accounts
  • Let’s Connect

Marisela test page

Marisela test pageMarisela Khalili2026-02-12T15:25:28-06:00

Headquartered in Minnesota, iWealth helps individuals, families, and businesses pursue their financial goals with holistic financial planning services. We offer quality assistance in generational wealth planning, financial planning, investment strategy, strategic business planning, and estate planning.

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Waseca Office
213 15th Ave. NE,
Waseca, MN 56093

Mankato Office
196 St. Andrews Dr., Ste. 300,
Mankato, MN 56001

(507) 625-1778

Bloomington Office
7900 International Dr., Ste. 300,
Bloomington, MN 55425

info@iwealth4me.com
(507) 835-9111

Financial Disclosures & Privacy Policies

Securities offered through LPL Financial, Member FINRA, SIPC. Investment advice offered through iWealth Financial, LLC, a Registered Investment Advisor. iWealth Financial, LLC and iWealth are separate entities from LPL Financial. The LPL Financial registered representative(s) associated with this website 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. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. Additionally, LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.​

Testimonial statements by clients of the financial professional as of 01/17/2025. These clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing their testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

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