Building A Purposeful Retirement Webinar

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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

2025 iWealth State of the MarketsCorie Eckstrom2025-03-14T10:35:04-05:00

iPath - free retirement guide

2025 iWealth State of the Markets Presentation

Does the market volatility we are seeing in the first half of 2025 have you nervous? Not sure what factors are causing the unrest we are seeing in the stock market? Learn from iWealth CEO, Brad Connors, as he shares an in-depth review of market trends in 2024 and a forward-looking discussion on what 2025 might hold.

Watch the 2025 State of the Markets Now

Examine 2024

Year End Results

Learn about factors that influenced the market in 2024 – and what bearing these results may have as we go through 2025.

Analyze Key Economic Indicators

This on-demand workshop looks at a variety of economic indictors to help you understand how various factors impact your investments.

Learn About Targeted Forecasts

Looking ahead to the remainder of 2025, the State of the Markets offers content to help you make informed decisions about your investments.

Sign Up To Watch This Educational Workshop

Packed with content, this online workshop help you have confidence in your financial decisions

iWealth CEO Brad Connors shares financial insights and strategies for the year ahead in 2025.

Explore Our iWealth Guides

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

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

Tax & Estate Planning Guides

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

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

2025 State of the Markets Workshop

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

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

Retirement Planning Guides Webinar

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

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

Retirement Planning Guides

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.

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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