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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

Estate Planning Avoiding Common Mistakes

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The Importance of Estate Planning – Avoiding Common Mistakes

Corie Eckstrom2025-03-05T14:54:02-06:00

Why Millennials Regret Inheritance Decisions Advice for Getting It Right

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Why Millennials Regret Inheritance Decisions: Advice for Getting It Right

Corie Eckstrom2025-03-05T14:55:44-06:00

Keeping Your Portfolio In Check Investment Rebalancing Explained

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Investment Rebalancing Explained: Keeping Your Portfolio in Check

Corie Eckstrom2025-03-05T15:56:28-06:00

The Power of Holistic Financial Planning

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What Is Holistic Financial Planning

Corie Eckstrom2025-03-05T16:10:55-06:00

Exploring AI's Impact in Financial Planning

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The Role of AI in Financial Planning

Corie Eckstrom2025-03-05T16:11:59-06:00

What should you think about when switching jobs

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Financial Considerations During a Job Transition

Corie Eckstrom2025-03-05T16:13:32-06:00

The Transition to iWealth Financial RIA

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The Transition to iWealth Financial RIA

Corie Eckstrom2025-03-05T16:15:09-06:00

Navigating Financial Changes as an Empty Nester

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Navigating Financial Changes as an Empty Nester

Corie Eckstrom2025-03-05T16:14:15-06:00

Spreading Holiday Cheer

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Spreading Holiday Cheer

Corie Eckstrom2025-03-05T16:16:44-06:00

Wealth Quarterly Update cover features a man in a suit against a brick wall, complemented by an audio wave graphic and the text "Q3 – 2024," encapsulating the latest insights in the Market Update for iWealth enthusiasts.

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Q3 2024 iWealth Market Update

Corie Eckstrom2025-03-05T16:16:59-06:00

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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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