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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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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
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an Advisor
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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 Services
We offer a wide range of financial planning services designed with a goal 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.

Generational Wealth Planning
Holistic Financial Planning
Investment Strategy
Strategic Business Planning
Tax & Estate Planning
Second Opinion Service
Private Client Group
Living an affluent life can quickly become overwhelmingly busy. iWealth offers an experienced CFO-style level of support through our Plan on Purpose Office and our For Days Coming Network so that you have a valued quarterback to help simplify your life.

iWEALTH PLAN ON PURPOSE OFFICE
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Financial Education
Explore articles, podcasts, and videos to enhance your financial knowledge.

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Financial Tools
Use our calculators to make informed and better financial decisions today.

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Manage your investments with iTrack, LPL, and Guided Wealth Portfolio.

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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 Services
We offer a wide range of financial planning services designed with a goal 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.

Generational Wealth Planning
Holistic Financial Planning
Investment Strategy
Strategic Business Planning
Tax & Estate Planning
Second Opinion Service
Private Client Group
Living an affluent life can quickly become overwhelmingly busy. iWealth offers an experienced CFO-style level of support through our Plan on Purpose Office and our For Days Coming Network so that you have a valued quarterback to help simplify your life.

iWEALTH PLAN ON PURPOSE 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

Abstract blue, white and grey image for How to Pick The Right Financial Advisor

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How To Pick The Right Financial Advisor

Corie Eckstrom2026-03-19T10:32:43-05:00

Father and adult son reviewing financial documents and using a tablet at dining table, representing smart money moves, goal setting, and proactive financial planning for a strong start to the new year with Minnesota financial advisors at iWealth.

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Smart Money Moves for a Strong Start to the New Year

Jordan2026-04-15T14:46:07-05:00

Woman working on her laptop

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2026 iWealth Tax Guide

Corie Eckstrom2026-01-27T11:52:17-06:00

Family holding hands and walking along the beach

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Building Lasting Legacies through Family Community and Retirement

Corie Eckstrom2026-03-19T12:44:20-05:00

Young girl surprising her mom with a gift

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Year-End Financial Strategies

Corie Eckstrom2026-03-19T15:15:31-05:00

Couple on a lake in Minnesota

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Comprehensive Financial Planning Services in Minnesota

Corie Eckstrom2026-01-19T09:36:55-06:00

iWealth CEO Brad Connors shares results from the 2024 stock market and insights of how current trends will impact investments in 2025.

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2025 iWealth State of the Markets

Corie Eckstrom2025-10-12T11:11:15-05:00

Building Your Dream Retirement Workshop - Could looks out at lake dreaming of their ability to own a lake home

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Building a Purposeful Retirement Webinar

Corie Eckstrom2025-10-12T01:38:56-05:00

A man and a woman kneel on the ground studying a map in a forest. Other people stand in the background, wearing backpacks.

Gallery

iPath – iWealth’s Financial Guide

Corie Eckstrom2025-10-12T01:05:37-05:00

A woman sits on the floor surrounded by scattered papers, holding an iWealth Tax Guide and looking thoughtful. She wears a plaid shirt and jeans. An easel and a cup are in the background, hinting at preparations for 2025's tax season.

Gallery

2025 iWealth Tax Guide

Corie Eckstrom2025-10-12T00:55:40-05:00

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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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.

Testimonial statements by clients of the financial professional as of 01/17/2025. These clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing their testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

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