Portfolio Archive | iWealth

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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

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

Father lifts his young child at sunset, representing family values, generational wealth planning, and aligning family and financial goals.

Gallery

How Do You Align Life, Family, and Financial Goals?

Jordan2026-08-31T15:24:36-05:00

Mother discusses financial planning with her young professional daughter, including retirement savings, employee benefits, and financial goals.

Gallery

What Financial Talks Should Parents Have With Young Professionals?

Jordan2026-08-31T15:32:36-05:00

Parents discuss financial planning and money habits with their adult daughter, including budgeting, saving, and long-term financial goals.

Gallery

How Can Parents Help Adult Children Build Strong Money Habits?

Jordan2026-08-31T15:32:48-05:00

Minnesota lake cabin surrounded by trees and overlooking the water, representing how a vacation home purchase fits into a long-term financial plan, retirement planning, taxes, and family legacy goals.

Gallery

Does a Vacation Home Fit Your Long-Term Financial Plan?

Jordan2026-08-31T15:32:32-05:00

Torn paper revealing the message "Today is the first day of the rest of your life," symbolizing a fresh start and major life transitions that may prompt a review of your financial plan, retirement strategy, and long-term goals.

Gallery

How Should Your Financial Plan Adapt to Major Life Changes?

Jordan2026-08-31T15:32:30-05:00

Gallery

What Does It Take to Build the Retirement of Your Dreams?

Jordan2026-07-16T15:22:43-05:00

Open suitcase filled with travel landmarks, passports, airplane, and vacation items, representing travel planning, retirement travel goals, and aligning lifestyle aspirations with a comprehensive financial plan in Minnesota.

Gallery

How Do Travel and Lifestyle Goals Fit Into a Financial Plan?

Jordan2026-08-31T15:32:27-05:00

Couple relaxing on a lakeside dock at sunset, illustrating lifestyle planning and financial planning focused on aligning wealth with travel, meaningful experiences, and long-term life goals in Minnesota.

Gallery

How Does Lifestyle Planning Fit Into Financial Planning?

Jordan2026-08-31T15:32:25-05:00

Couple standing in the doorway of a modern home, looking toward the future with confidence, representing retirement planning, wealth management, financial organization, and the benefits of coordinating investments, taxes, estate planning, and long-term financial goals with a comprehensive financial planning strategy.

Gallery

Is Financial Complexity Slowing You Down?

Jordan2026-06-12T09:40:06-05:00

Smiling couple walking along a beach, representing how successful individuals and families can benefit from coordinated financial planning that brings together investments, taxes, retirement planning, and long-term lifestyle goals as financial complexity grows with wealth and life changes.

Gallery

Is Your Financial Life More Complicated Than It Should Be?

Jordan2026-06-12T09:43:07-05:00

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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