Portfolio Archive | iWealth

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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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Our Approach
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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
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.

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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.

Family Office Services
Generational Wealth Planning
Holistic Financial Planning
Investment Strategy
Strategic Business Planning
Tax & Estate Planning
Second Opinion Service
Resources
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 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.

Family Office Services
Generational Wealth Planning
Holistic Financial Planning
Investment Strategy
Strategic Business Planning
Tax & Estate Planning
Second Opinion Service
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 Player of the Game in Waseca MN

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Financial Life Lessons from Our Player of the Game Athletes

Corie Eckstrom2025-10-14T13:17:03-05:00

Couple on a lake in Minnesota

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Comprehensive Financial Planning Services in Minnesota

Corie Eckstrom2025-10-16T13:27:12-05:00

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Does Your Investment Strategy Reflect What Matters Most

Corie Eckstrom2025-10-16T12:54:22-05:00

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How to Retire with Purpose Not Just a Stock Portfolio

Corie Eckstrom2025-10-14T13:49:17-05:00

Grandpa kisses baby hand

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Family Office Services for Affluent Families in Minnesota

Corie Eckstrom2025-10-16T11:19:45-05:00

A person navigating a series of stepping stones in a river

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What Is Holistic Financial Planning and Why It Matters Today

Corie Eckstrom2025-09-12T09:50:54-05:00

Picture of Brad Connors, CEO of iWealth with a blue background and text of iWealth Quarterly Update q1 2025

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Q2 2025 iWealth Stock Market Reflections

Corie Eckstrom2025-08-07T09:24:11-05:00

Friends gathered around a campfire at the lake

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What is Your Wealth Gap and How to Fix It

Corie Eckstrom2025-05-05T09:19:21-05:00

small-boy-with-senior-grandfather-in-wheelchair

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How to Protect Everything You’ve Built In Your Business

Corie Eckstrom2025-04-30T10:26:36-05:00

cute-boy-talking-to-his-father-by-grill-during-family-dinner

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The Hardest Lesson My Family Taught Me About Wealth

Corie Eckstrom2025-04-30T10:29:17-05:00

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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Waseca Office
213 15th Ave. NE,
Waseca, MN 56093

Mankato Office
196 St. Andrews Dr., Ste. 300,
Mankato, MN 56001

Bloomington Office
7900 International Dr., Ste. 300,
Bloomington, MN 55425

info@iwealth4me.com
(507) 835-9111

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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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