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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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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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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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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

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It’s An Exciting Time at iWealthCorie Eckstrom2025-03-05T17:19:36-06:00

It’s An Exciting Time at iWealth

It’s an exciting time at iWealth. We are happy to have extra team members serving our clients well. Brad shares his excitement for the iWealth Team.

iWealth

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Websites: https://iwealthpcg.com/ or https://iwealth4me.com/

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Corie Eckstrom2025-03-05T14:44:53-06:00

A 10-year-old sets big goals as they hold a lit light bulb, promoting the podcast episode "Hard Work Pays Off: Lessons from Grace's Lemonade Stand." Discover how she manages money wisely. Subscribe now!.

How a 10-Year-Old Manages Money and Sets Big Goals

Generational Wealth Planning Holistic Financial Planning

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

Is Your Investment Strategy as Healthy as Your Lifestyle

Holistic Financial Planning Investment Strategy

Corie Eckstrom2025-03-05T17:17:51-06:00

Image of a quarterly wealth update graphic for Q4 2022, featuring a man in a suit against a brick wall. The design incorporates sound wave graphics and an iWealth play button icon, reflecting insights into the financial market trends.

Q4 2022 iWealth Financial Market Update

Quarterly Market Update Investment Strategy

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

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

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Bloomington, MN 55425

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(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.

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