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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

Changes in 2024 College FAFSA Aid Formulas

Corie Eckstrom2025-03-05T16:22:18-06:00

A man with a laptop and folder sits outdoors, researching investing for college. Behind him, three people are using phones, possibly checking their student loan balances while sitting on benches.

Investing for College Versus Student Loans

Corie Eckstrom2025-03-05T16:25:11-06:00

Planning For College

Corie Eckstrom2025-03-05T16:23:21-06:00

Five people sitting at an outdoor dining table, smiling and clinking wine glasses, with food and string lights above. They're celebrating retirement by the ocean, enjoying services that made this gathering effortlessly memorable.

Retirement Planning Services

Corie Eckstrom2025-03-05T17:01:16-06:00

A person in a suit places hands protectively over a pink piggy bank surrounded by stacks of coins, highlighting the importance of protecting yourself financially.

How to Protect Yourself Financially From Identity Theft

Corie Eckstrom2025-03-05T17:01:25-06:00

A group of people sitting around a table outside, enjoying drinks and conversation under string lights in the evening, while occasionally discussing investing tips and sharing professional financial advice.

What Are You Really Paying For When Investing In Professional Financial Advice

Corie Eckstrom2025-03-05T17:03:20-06:00

Three elderly men, knowing the important things in life, enjoy a game of foosball, smiling and engaged in friendly competition, with one man holding a foosball piece.

Important Things to Know About Medicare

Corie Eckstrom2025-03-05T17:14:11-06:00

Two people sit in front of a green tent outdoors. One is roasting a marshmallow on a stick, while the other smiles in the background, perhaps pondering the difference between enjoying this moment and planning for future adventures with an Individual 401k.

What is the difference between SEP IRA and Individual 401k

Corie Eckstrom2025-03-05T17:14:57-06:00

An elderly man playfully interacts with a baby held by a woman outdoors, with two adults smiling in the background, reminding us of the joy in multigenerational bonds and underscoring the importance of recognizing warning signs to ensure elder safety.

The Warning Signs of Elder Abuse

Corie Eckstrom2025-03-05T17:19:15-06:00

A diverse group of enthusiastic sports fans cheer in a stadium, raising their arms and wearing team colors, almost as passionate as individual investors diving into the market without falling for common mistakes.

Individual Investors Repeat These Common Mistakes

Corie Eckstrom2025-03-05T17:25:46-06:00

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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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