Portfolio Archive | Page 2 of 12 | iWealth

info@iwealth4me.com

|

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

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

Grandpa kisses baby hand

Gallery

Family Office Services for Affluent Families in Minnesota

Corie Eckstrom2025-10-16T11:19:45-05:00

A person navigating a series of stepping stones in a river

Gallery

What Is Holistic Financial Planning and Why It Matters Today

Corie Eckstrom2025-09-12T09:50:54-05:00

Picture of Brad Connors, CEO of iWealth with a blue background and text of iWealth Quarterly Update q1 2025

Gallery

Q2 2025 iWealth Stock Market Reflections

Corie Eckstrom2025-08-07T09:24:11-05:00

Friends gathered around a campfire at the lake

Gallery

What is Your Wealth Gap and How to Fix It

Corie Eckstrom2025-05-05T09:19:21-05:00

small-boy-with-senior-grandfather-in-wheelchair

Gallery

How to Protect Everything You’ve Built In Your Business

Corie Eckstrom2025-04-30T10:26:36-05:00

cute-boy-talking-to-his-father-by-grill-during-family-dinner

Gallery

The Hardest Lesson My Family Taught Me About Wealth

Corie Eckstrom2025-04-30T10:29:17-05:00

Picture of Brad Connors, CEO of iWealth with a blue background and text of iWealth Quarterly Update q1 2025

Gallery

Q1 2025 iWealth Stock Market Update

Corie Eckstrom2025-04-30T10:32:32-05:00

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

Gallery

2025 iWealth State of the Markets

Corie Eckstrom2025-10-12T11:11:15-05:00

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

Gallery

Building a Purposeful Retirement Webinar

Corie Eckstrom2025-10-12T01:38:56-05:00

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

Gallery

iPath – iWealth’s Financial Guide

Corie Eckstrom2025-10-12T01:05:37-05:00

Previous 123 Next

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.

Quicklinks

Let’s Connect

Follow Us

© KC Holdings LLC
Website by Daor Design

Online Accounts

iTRACK CLIENT LOGIN

GWP Account Access

Free Risk Analysis

Contact

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

Financial Disclosures & Privacy Policies

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.

Privacy Policy | iWealth Financial Disclosure | LPL Financial Disclosure