Over decades of working with clients, our iWealth team has always taken our client’s financial security very seriously. With Artificial Intelligence and other scams continuously evolving, our team continues to stay on the front lines of keeping your financial safety paramount. Here are a few of the things you can count on when working with our iWealth team:


Your Personal Data, Safe and Sound
We make sure your personal and financial information is like a fortress, protected with the latest encryption technologies. Your privacy is our top priority, whether we’re handling your financial records or any other sensitive data.

Communication You Can Trust
When it comes to sharing important documents and information, we use special channels that are as secure as a bank’s vault. Rest assured, your information stays confidential and only accessible to you and authorized personnel.

Always Know It’s You
We’ve got your back with extra layers of protection, like those security questions you get when logging into your bank account. While we pride ourselves on getting to know our clients very well, the extra steps we have in place to ensure your financial security.

Keeping Our Guard Up
Our team stays ahead of the game with ongoing training to spot and stop potential cyber threats. You can trust that we’re always on the lookout for anything fishy, like those sneaky email scams, AI voiceovers and deep fake technologies.

Partners You Can Count On
Any company we work with must meet our strict standards for keeping your information safe. We’ve got your back and theirs, ensuring that your data is in good hands no matter where it goes.

Plan B – Ready When You Need It
Just like how you keep backups of your important files, we’ve got backup plans in place to keep your information safe from anything unexpected. We’re prepared to bounce back quickly and keep things running smoothly, no matter what.

Watching Over Your Shoulder (But Minnesota Nice-ly)
With special tools, we’re always keeping an eye out for anything unusual. Rest easy knowing that if anything seems off, we’ll personally jump into action to keep your information safe and sound.

Playing By the Rules
We make sure to follow all the important FINRA rules and regulations when it comes to protecting your data. Your peace of mind is worth every bit of extra effort we put into keeping everything above board.

Ready for Anything
In case the unexpected happens (which thankfully it hasn’t in 30 years), we’ve got a plan. Our team knows just what to do to handle any situation quickly and efficiently, so we can all get back to focusing on your financial goals.

Extra Protection, Just in Case
We’ve taken the extra step to make sure we’re covered in case anything goes wrong. With cyber insurance, we’re prepared to handle any financial impact of a data breach, so you don’t have to worry about a thing.

With these measures in place, you can trust that your financial information is safe and secure with us. Your peace of mind is our top priority, always.