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At iWealth, we are passionate about helping individuals, families, and businesses pursue their financial goals.

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Brad Connors
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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.

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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 CEO Brad Connors shares results from the 2024 stock market and insights of how current trends will impact investments in 2025.

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2025 iWealth State of the Markets

Corie Eckstrom2025-03-14T10:35:04-05:00

Building Your Dream Retirement Workshop - Could looks out at lake dreaming of their ability to own a lake home

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Building a Purposeful Retirement Webinar

Corie Eckstrom2025-03-13T08:42:24-05:00

A man and a woman kneel on the ground studying a map in a forest. Other people stand in the background, wearing backpacks.

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iPath – iWealth’s Financial Guide

Corie Eckstrom2025-03-06T09:07:03-06:00

A woman sits on the floor surrounded by scattered papers, holding an iWealth Tax Guide and looking thoughtful. She wears a plaid shirt and jeans. An easel and a cup are in the background, hinting at preparations for 2025's tax season.

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2025 iWealth Tax Guide

Corie Eckstrom2025-03-06T09:07:19-06:00

IWealth presents the "Wealth Quarterly Update Q4 - 2024," featuring a striking blue graphic with an audio wave design. A man in a suit is elegantly pictured in a circular frame on the right, encapsulating the essence of this insightful newsletter.

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Q4 2024 iWealth Market Update

Corie Eckstrom2025-03-05T14:07:34-06:00

Wrapped in a patterned blanket, a couple sits by the lake, watching a duck swim and trees reflecting in the water—a postcard-worthy moment that captures serenity and connection.

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Fish Don’t Clap – Planning for a Purposeful Retirement Book

Website Administrator2025-03-11T11:26:03-05:00

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Is Your Investment Strategy as Healthy as Your Lifestyle

Corie Eckstrom2025-03-05T14:36:46-06:00

Dedication to Community 1000 Hour Volunteer Challenge

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Dedication to Community1000-Hour Volunteering Challenge

Corie Eckstrom2025-03-05T14:42:42-06:00

Two adults and two children sit at a table, smiling and playing with dominoes. A clock and plant are in the background, as they ponder critical questions about the future.

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3 Critical Questions to Ask About Your Long-Term Care Needs in 2025

Corie Eckstrom2025-03-05T14:40:45-06:00

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How to Retire Early: Tips and Realities from the iWealth Team

Corie Eckstrom2025-03-05T14:43:32-06:00

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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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.

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