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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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Brad Connors
Shawn Pomeroy
Gary Guentzel
Johnathon “JP” Eykyn
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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.

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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

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How Do iWealth Advisors Incorporate Estate Planning In Our Services?

Corie Eckstrom2025-04-29T13:23:28-05:00

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How Do Life Insurance and Annuities Fit Into Estate Planning?

Corie Eckstrom2025-03-05T16:10:02-06:00

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The Steps to Master Budgeting

Corie Eckstrom2025-03-05T16:11:24-06:00

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Accounting For Digital Assets In Estate Plans

Corie Eckstrom2025-03-05T16:10:42-06:00

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Rollover and Retirement Account Transfers

Corie Eckstrom2025-03-05T16:11:06-06:00

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Estate Planning: Important Things to Do Before You Die

Corie Eckstrom2025-03-05T16:15:44-06:00

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Waseca Financial Advisory Firm iWealth Celebrates 30 years

Corie Eckstrom2025-03-05T16:16:52-06:00

A person in a hat and colorful sweater stands with a blue backpack in a train station, contemplating the understanding benefits of Social Security. Two trains are on parallel tracks under an arched glass roof.

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Understanding Social Security Benefits

Corie Eckstrom2025-03-05T16:17:20-06:00

Estate Planning with family on steps

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Critical Tips For Estate Planning

Corie Eckstrom2025-03-05T16:18:38-06:00

A family of four, married with children, plays soccer on a grassy lawn in front of a house with large windows. The sun is shining, and everyone appears to be enjoying the activity, underscoring the importance of having adequate family insurance.

Gallery

Insurance Needs when Married with Children

Corie Eckstrom2025-03-05T16:22:56-06:00

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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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