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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
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 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.

Second Opinion Service
Generational Wealth Planning
Holistic Financial Planning
Investment Strategy
Strategic Business Planning
Tax & Estate Planning
Family Office
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

Grandparents holding newborn grandbaby

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Does Your Investment Strategy Reflect What Matters Most

Corie Eckstrom2025-09-12T09:49:30-05:00

Couple hiking through a forest using a compass

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How to Retire with Purpose Not Just a Stock Portfolio

Corie Eckstrom2025-09-12T09:49:54-05:00

Grandpa kisses baby hand

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Family Office Services for Affluent Families in Minnesota

Corie Eckstrom2025-09-12T09:50:20-05:00

A person navigating a series of stepping stones in a river

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What Is Holistic Financial Planning and Why It Matters Today

Corie Eckstrom2025-09-12T09:50:54-05:00

Friends gathered around a campfire at the lake

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What is Your Wealth Gap and How to Fix It

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

small-boy-with-senior-grandfather-in-wheelchair

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How to Protect Everything You’ve Built In Your Business

Corie Eckstrom2025-04-30T10:26:36-05:00

cute-boy-talking-to-his-father-by-grill-during-family-dinner

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The Hardest Lesson My Family Taught Me About Wealth

Corie Eckstrom2025-04-30T10:29:17-05:00

Two adults and two children sit at a table, smiling and playing with dominoes. A clock and plant are in the background, as they ponder critical questions about the future.

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3 Critical Questions to Ask About Your Long-Term Care Needs in 2025

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

An elderly woman beams as she's surrounded by family at a birthday party, with a lit cake and vibrant decorations in the background—a testament to the preservation of cherished moments.

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The Evolution of Investment Strategy From Accumulation to Preservation

Corie Eckstrom2025-02-24T20:11:22-06:00

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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What Retirement Plan Fits My Business

Corie Eckstrom2025-03-05T14:44:32-06:00

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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