Portfolio Archive | Page 3 of 11 | iWealth

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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.

Second Opinion Service
Generational Wealth Planning
Holistic Financial Planning
Investment Strategy
Strategic Business Planning
Tax & Estate Planning
Family Office
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….

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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.

Second Opinion Service
Generational Wealth Planning
Holistic Financial Planning
Investment Strategy
Strategic Business Planning
Tax & Estate Planning
Family Office
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

An elderly woman beams as she's surrounded by family at a birthday party, with a lit cake and vibrant decorations in the background—a testament to the preservation of cherished moments.

Gallery

The Evolution of Investment Strategy From Accumulation to Preservation

Corie Eckstrom2025-02-24T20:11:22-06:00

A diverse group of four people in business attire discusses a retirement plan around a table in an office setting, with a laptop and smartphone nearby, blending their expertise to secure future business success.

Gallery

What Retirement Plan Fits My Business

Corie Eckstrom2025-03-05T14:44:32-06:00

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!.

Gallery

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

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

Gallery

Top Financial Tip – Staying on Top of Your Savings

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

A person holds a glowing lightbulb. Overlaid text reads, "The Power of a Written Financial Game Plan." Bottom text shows "iWealth Podcast." The background is blurred.

Gallery

The Power of a Written Financial Game Plan

Corie Eckstrom2025-03-06T09:10:30-06:00

How a Financial Second Opinion Helps

Gallery

How Can a Financial Second Opinion Help in Retirement Planning

Corie Eckstrom2025-03-05T14:48:41-06:00

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.

Gallery

Waseca Area Neighborhood Service Center Food Drive 2024

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

Gallery

Bringing Hope and Food to Waseca Area Families

Corie Eckstrom2025-03-05T14:51:42-06:00

How to Create an Estate Plan That Stays Relevant Over Time

Gallery

Creating an Estate Plan That Stays Relevant Over Time

Corie Eckstrom2025-03-05T15:46:22-06:00

Estate Planning Avoiding Common Mistakes

Gallery

The Importance of Estate Planning – Avoiding Common Mistakes

Corie Eckstrom2025-03-05T14:54:02-06:00

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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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info@iwealth4me.com
(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.

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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