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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

iWealth 30th Anniversary

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iWealth’s 30-Year Legacy – Honoring Our Clients and Community

Corie Eckstrom2025-03-05T16:19:59-06:00

Podcast cover featuring "iWealth Podcast," where Brad Connors delves into the role of life insurance in financial planning. The design includes a close-up of a glowing light bulb, symbolizing bright ideas and insights.

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The Importance of Life Insurance in Financial Planning

Corie Eckstrom2025-03-05T16:19:39-06:00

Effective Methods for Creating and Sticking to a Budget

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Effective Methods to Creating and Sticking to a Budget

Corie Eckstrom2025-03-05T16:19:50-06:00

Image of an iWealth "Market Quarterly Update Q2 2024" cover. A man in a sleek suit stands against a brick wall, surrounded by dynamic soundwave graphics.

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Q2 2024 iWealth Market Update

Corie Eckstrom2025-03-05T16:22:47-06:00

Navigating Cybersecurity in Financial Management

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Navigating Cybersecurity in Financial Management

Corie Eckstrom2025-03-05T16:21:29-06:00

Wealth Quarterly Update for Q1 2024: A man in a suit stands before a soundwave graphic on a blue background, delving into the latest stock market trends.

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Q1 2024 Stock Market Update

Corie Eckstrom2025-03-05T16:23:33-06:00

Emergency Funds - How much should you save

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Why an Emergency Fund Matters

Corie Eckstrom2025-03-05T16:25:19-06:00

iWealth Welcomes Estate Financial Services to the company

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iWealth Welcomes Estate Financial Services to the company

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

Image showcasing "Wealth Quarterly Market Update Q4 - 2023" with a photo of a man in a suit against a brick wall. An audio wave graphic is displayed beside him, capturing the essence of iWealth's insights.

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Q4 2023 iWealth Market Update

Corie Eckstrom2025-03-05T17:01:41-06:00

Building your Financial Puzzle

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Building Your Financial Puzzle: Goals, Risk, and Legacy

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

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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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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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