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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
Services
Financial Planning Services
We offer a wide range of financial planning services designed 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.
Our Services
Second Opinion Service
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….
Search for:
Let’s Connect

ResourcesWebsite Administrator2025-02-13T14:51:09-06:00

iWealth Financial Resources

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Corie Eckstrom2025-05-05T09:19:21-05:00

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2025 iWealth Tax Guide

Tax & Estate Planning Guides

Corie Eckstrom2025-04-30T11:10:47-05:00

IWealth presents the "Wealth Quarterly Update Q4 - 2024," featuring a striking blue graphic with an audio wave design. A man in a suit is elegantly pictured in a circular frame on the right, encapsulating the essence of this insightful newsletter.

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Wrapped in a patterned blanket, a couple sits by the lake, watching a duck swim and trees reflecting in the water—a postcard-worthy moment that captures serenity and connection.

Fish Don’t Clap – Planning for a Purposeful Retirement Book

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Is Your Investment Strategy as Healthy as Your Lifestyle

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iWealth News Giving Back

Corie Eckstrom2025-03-05T14:40:45-06:00

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Generational Wealth Planning Long Term Care Insurance

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A diverse group of four people in business attire discusses a retirement plan around a table in an office setting, with a laptop and smartphone nearby, blending their expertise to secure future business success.

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Corie Eckstrom2025-03-05T14:44:53-06:00

A 10-year-old sets big goals as they hold a lit light bulb, promoting the podcast episode "Hard Work Pays Off: Lessons from Grace's Lemonade Stand." Discover how she manages money wisely. Subscribe now!.

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Generational Wealth Planning Holistic Financial Planning

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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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