The iWealth Plan On Purpose Office

How We Work Together

For Days Coming Network

Complimentary Consultation

Your Needs Are Unique.
You Need a Plan That Is Too.

Successful businesses know they should consider hiring a CFO to help preserve, manage and build their assets—and your personal finances are no different! With a high net worth comes increased complexity and the need for multi-faceted wealth management. Without someone looking at the whole picture, you may be taking on unnecessary risk or missing out on substantial opportunities.

Through our iWealth Plan On Purpose Office and For Days Coming Network, we aim to put you on the path toward success with experience in tax planning, estate planning, portfolio management, insurance, and more. Work toward your future with a planning team focused on your goals.

Financial Confidence

You will feel confident with a wealth plan focused on your personal goals and values.

Enjoy Greater Stability

We aim to build your assets to work toward future goals.

AN EXPERIENCED Partner

We’ll act as the guide and accountability partner you need in working toward better results.

What’s Different About The iWealth Private Client Group?

A Comprehensive Process

The iWealth process aims to ensure you know exactly where you are, where you’re going, and most important—how you get there.

A Servant’s Heart

We help our clients stay true to their values, by staying true to our own- being humble, hard-working. transparent, and client-centered.

A CFO’s Vision

The iWealth Private Client Group offers dedicated, individual care to a select group of clients who want a true CFO for their personal finances.

The iWealth Plan On Purpose Office

Affluent families and business owners across Minnesota and the country place their confidence in iWealth for a different kind of Private Client Group experience—one that feels personal, purposeful, and designed exclusively for families like yours. At iWealth, we believe families deserve more than financial advice—they deserve a devoted partner who understands legacy, values, and what matters most – family.

With the iWealth Private Client Group, your wealth is aligned with your family’s vision. This is more than wealth management. It’s confidence, clarity, and a life well-lived—today and for generations to come.

At the heart of our approach is the iWealth Plan on Purpose Office. Acting as your financial quarterback, this office ensures that every piece of your financial life—investments, estate planning, taxes, family governance—is intentionally aligned with your goals. This means clarity, confidence, and a plan that honors both today’s lifestyle and tomorrow’s legacy.

Your Family Guided Office. Your Inner Circle. With iWealth, you gain a valued partner who aligns your vision and values with purposeful planning.

Want To See How It Works?

Choosing a CFO to help work toward your future must be based on a relationship of transparency—which is why we always get to know you first!

We invite you to check out our 5-step process.

Discovery Meeting
Investment Plan Meeting
Mutual Commitment Meeting
45-Day Follow-up Meeting
Regular Progress Meetings

Click below to explore further and see how we take the process at a pace that gives you complete transparency into how we work, how the process can work for you, and how we can work toward your future goals.

The For Days Coming Network:
Valued Advisors for Every Aspect of Life

Our iWealth team recognizes the demands placed on busy professionals, business owners, and families in today’s fast-paced world. To address these challenges, we have established the iWealth For Days Coming Network, which connects you with experienced advisors for seasoned guidance across various aspects of life.

Imagine having immediate access to a curated list of vetted industry professionals whenever a need arises. With just a call to our iWealth team, you can obtain this valuable information as a token of our appreciation for your continued partnership.

Brad’s Story: Gratitude and Giving Back

Meet Brad Connors and listen to his origin story. His career has been shaped by some key, both traumatic and wonderful, events in his life. Through these experiences, Brad brings a high level of empathy and caring so he can provide robust and consistent results for his clients. The values he learned growing up in a small town drive him to be one of the most well-regarded advisors in his field. He’s in business to help people make smart decisions with their money.

Already have a plan?

Get a no-cost, no-obligation second look!

Ask 10 wealth managers to define wealth management and you’ll almost certainly get 10 different answers. But that doesn’t mean all 10 truly maximize your assets.

Get a second look at your plan and custom recommendations from iWealth to see if there’s more you could be doing.

We approach each new engagement with our consultative process. This allows us to have an open dialogue in which we explore every client’s values and goals while working with them to tailor a plan to help pursue those dreams.

We’ll take time to get to know you, your values, and your goals. We’ll cover:

Investment Consulting

  • Asset allocation
  • Portfolio management
  • Manager due diligence
  • Risk evaluation
  • Performance analysis

Advanced Planning

  • Wealth enhancement, including cash flow management and tax minimization
  • Wealth transfer
  • Wealth preservation
  • Charitable giving

Relationship Management

  • Regularly schedule calls, reviews, and in-person meetings
  • Team of professionals, including legal, tax, insurance, and investment advisors

Understand Where You’re At

You get our Total Client Profile: a holistic look at your finances right now.

Make Sure You’re On The Right Path

Confirm your money works for you. Don’t settle for a plan that “works well enough.”

Ensure you have an Experienced Partner

After the profile, iWealth can point you to experts that may fit you better, if needed.

Live Fully Today, Confident in Tomorrow

With iWealth Private Client Services, your family doesn’t have to choose between living in the moment and preparing for the future. Together, the Plan on Purpose Office and For Days Coming Network bring you clarity, confidence, and assurance—so your Minnesota family can thrive for generations to come.

The iWealth Private Client Group is more than financial guidance—it’s a curated partnership to manage your wealth, simplify your decisions, and strengthens your legacy. Contact us today to get started.