Portfolio Archive | Page 4 of 11 | iWealth

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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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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.

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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.

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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.

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Explore articles, podcasts, and videos to enhance your financial knowledge.

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Use our calculators to make informed and better financial decisions today.

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Manage your investments with iTrack, LPL, and Guided Wealth Portfolio.

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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….

Search for:
Let’s Connect

Why Millennials Regret Inheritance Decisions Advice for Getting It Right

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Why Millennials Regret Inheritance Decisions: Advice for Getting It Right

Corie Eckstrom2025-03-05T14:55:44-06:00

How Second Opinions Identify Gaps in a Financial Plan

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How Second Opinions Identify Gaps in a Financial Plan

Corie Eckstrom2025-03-05T14:56:14-06:00

How Financial Advisor Aids in Business Succession Planning

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How Financial Advisors Aid in Business Succession Planning

Corie Eckstrom2025-03-05T15:54:17-06:00

Keeping Your Portfolio In Check Investment Rebalancing Explained

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Investment Rebalancing Explained: Keeping Your Portfolio in Check

Corie Eckstrom2025-03-05T15:56:28-06:00

How Do Interest Rate Cuts Impact Investment Strategies

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How Interest Rate Cuts Impact Investment Strategies

Corie Eckstrom2025-03-05T15:56:15-06:00

Holistic Financial Planning Importance

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The Importance and Benefits of Holistic Financial Planning

Corie Eckstrom2025-03-05T16:02:28-06:00

Wealth Planning Strategies For A Sustainable Generational Plan

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Wealth Planning Strategies For A Sustainable Generational Plan

Corie Eckstrom2025-03-05T16:02:54-06:00

Financial advisors help minimize estate taxes for business owners

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Minimizing Estate Taxes for Business Owners

Corie Eckstrom2025-03-05T16:00:40-06:00

Two people with backpacks enjoy a day at the Great Wall of China; one smiles while the other, possibly planning to hire a financial advisor for their next journey, takes a photo with a DSLR camera.

Gallery

A Guide on How to Hire A Financial Advisor

Corie Eckstrom2025-03-05T16:03:12-06:00

When To Consider Estate Planning

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When To Consider Estate Planning

Corie Eckstrom2025-03-05T16:04:51-06:00

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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, 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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