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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
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

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Effective Methods to Creating and Sticking to a BudgetCorie Eckstrom2025-03-05T16:19:50-06:00

Effective Methods to Creating and Sticking to a Budget

In this episode of the iWealth Podcast, Brad Connors and Matt Wiechmann discuss the crucial topic of budgeting. They explore effective methods for creating and sticking to a budget, drawing from personal experiences. Learn about the importance of accountability, using modern tools, and having honest conversations with your spouse about finances. This episode offers practical advice to help you take control of your finances and your financial goals.

Subscribe today for great financial educational content!

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Corie Eckstrom2025-03-05T14:49:58-06:00

The iWealth team gathers indoors to present a large check for $11,725 to the Waseca Area Neighborhood Service Center. The donation, celebrated on December 14, 2021, underscores the generosity sparked by the annual Waseca Food Drive initiative.

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Waseca Area Neighborhood Service Center Food Drive 2024

iWealth News Giving Back

Corie Eckstrom2025-03-05T14:50:20-06:00

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Top Financial Tip – Staying on Top of Your Savings

Holistic Financial Planning Investment Strategy

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

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

Investment Strategy Retirement Planning

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
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Waseca, MN 56093

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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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