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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

Building your Financial Puzzle

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Building Your Financial Puzzle: Goals, Risk, and Legacy

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

Podcast cover featuring a man in a suit alongside the text: "iWealth Quarterly Update" and "Q3 - 2023" on a blue background with sound wave graphics. Perfect for stock market insights this season.

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Q3 2023 iWealth Stock Market Update

Corie Eckstrom2025-03-05T17:03:30-06:00

The iWealth Foundation and Its Impact

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The iWealth Foundation and Its Impact

Corie Eckstrom2025-03-05T17:14:33-06:00

The Joys of Volunteering Behind-the-Scenes Impact

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The Joys of Volunteering

Corie Eckstrom2025-03-05T17:15:21-06:00

Podcast cover image for "Wealth Quarterly Update" featuring a man in a suit, enhanced with sound wave graphics, "Q2 - 2023" text, and the latest Stock Market Update insights.

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Q2 2023 iWealth Stock Market Update

Corie Eckstrom2025-03-05T17:17:12-06:00

The importance of discipline in investing

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Maintaining Discipline in Investing

Corie Eckstrom2025-03-05T17:17:59-06:00

IWealth Quarterly Update Q1 2023" banner featuring a man in a suit posed against a brick wall, with audio waveform lines illustrating the pulse of the financial market.

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Q1 2023 iWealth Financial Market Update

Corie Eckstrom2025-03-05T17:17:36-06:00

Image of a quarterly wealth update graphic for Q4 2022, featuring a man in a suit against a brick wall. The design incorporates sound wave graphics and an iWealth play button icon, reflecting insights into the financial market trends.

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Q4 2022 iWealth Financial Market Update

Corie Eckstrom2025-03-05T17:17:51-06:00

It's An Exciting Time at iWealth

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It’s An Exciting Time at iWealth

Corie Eckstrom2025-03-05T17:19:36-06:00

A person holds a glowing light bulb. Text reads: "Estate Planning, wills, and legacy conversations. iWealth Podcast.

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How Long Term Care Factors Into Estate Planning and Wills

Corie Eckstrom2025-03-05T17:19:44-06:00

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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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