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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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Our Approach
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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
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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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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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Holistic Financial Planning
Investment Strategy
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Tax & Estate Planning
Resources
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Explore articles, podcasts, and videos to enhance your financial knowledge.

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Financial Tools
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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
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

Wealth Quarterly Update cover features a man in a suit against a brick wall, complemented by an audio wave graphic and the text "Q3 – 2024," encapsulating the latest insights in the Market Update for iWealth enthusiasts.

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Q3 2024 iWealth Market Update

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Understanding Social Security Benefits

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The iWealth Holiday Food Drive with Special Guest Trudi

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The iWealth Holiday Food Drive with Special Guest Trudi

Corie Eckstrom2025-03-05T16:18:07-06:00

iWealth 30th Anniversary

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iWealth’s 30-Year Legacy – Honoring Our Clients and Community

Corie Eckstrom2025-03-05T16:19:59-06:00

Estate Planning with family on steps

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Critical Tips For Estate Planning

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Podcast cover featuring "iWealth Podcast," where Brad Connors delves into the role of life insurance in financial planning. The design includes a close-up of a glowing light bulb, symbolizing bright ideas and insights.

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The Importance of Life Insurance in Financial Planning

Corie Eckstrom2025-03-05T16:19:39-06:00

Effective Methods for Creating and Sticking to a Budget

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Effective Methods to Creating and Sticking to a Budget

Corie Eckstrom2025-03-05T16:19:50-06:00

Image of an iWealth "Market Quarterly Update Q2 2024" cover. A man in a sleek suit stands against a brick wall, surrounded by dynamic soundwave graphics.

Gallery

Q2 2024 iWealth Market Update

Corie Eckstrom2025-03-05T16:22:47-06:00

Navigating Cybersecurity in Financial Management

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Navigating Cybersecurity in Financial Management

Corie Eckstrom2025-03-05T16:21:29-06:00

A family of four, married with children, plays soccer on a grassy lawn in front of a house with large windows. The sun is shining, and everyone appears to be enjoying the activity, underscoring the importance of having adequate family insurance.

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Insurance Needs when Married with Children

Corie Eckstrom2025-03-05T16:22:56-06:00

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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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Bloomington, MN 55425

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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