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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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Changes in 2024 College FAFSA Aid Formulas

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

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Investing for College Versus Student Loans

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

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Planning For College

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

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Retirement Planning Services

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

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How to Protect Yourself Financially From Identity Theft

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

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

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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.

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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.

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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.

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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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Securities offered through LPL Financial, Member FINRA, SIPC. Investment advice offered through iWealth Financial, LLC, a Registered Investment Advisor. iWealth Financial, LLC and iWealth are separate entities from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. Additionally, LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

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