Portfolio Archive | Page 8 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….

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.

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

Emergency Funds - How much should you save

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Why an Emergency Fund Matters

Corie Eckstrom2025-03-05T16:25:19-06:00

iWealth Welcomes Estate Financial Services to the company

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iWealth Welcomes Estate Financial Services to the company

Corie Eckstrom2025-03-05T16:25:25-06:00

Five people sitting at an outdoor dining table, smiling and clinking wine glasses, with food and string lights above. They're celebrating retirement by the ocean, enjoying services that made this gathering effortlessly memorable.

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Retirement Planning Services

Corie Eckstrom2025-03-05T17:01:16-06:00

A person in a suit places hands protectively over a pink piggy bank surrounded by stacks of coins, highlighting the importance of protecting yourself financially.

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How to Protect Yourself Financially From Identity Theft

Corie Eckstrom2025-03-05T17:01:25-06:00

Image showcasing "Wealth Quarterly Market Update Q4 - 2023" with a photo of a man in a suit against a brick wall. An audio wave graphic is displayed beside him, capturing the essence of iWealth's insights.

Gallery

Q4 2023 iWealth Market Update

Corie Eckstrom2025-03-05T17:01:41-06:00

Building your Financial Puzzle

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Building Your Financial Puzzle: Goals, Risk, and Legacy

Corie Eckstrom2025-03-05T17:03:11-06:00

A group of people sitting around a table outside, enjoying drinks and conversation under string lights in the evening, while occasionally discussing investing tips and sharing professional financial advice.

Gallery

What Are You Really Paying For When Investing In Professional Financial Advice

Corie Eckstrom2025-03-05T17:03:20-06:00

Podcast cover featuring a man in a suit alongside the text: "iWealth Quarterly Update" and "Q3 - 2023" on a blue background with sound wave graphics. Perfect for stock market insights this season.

Gallery

Q3 2023 iWealth Stock Market Update

Corie Eckstrom2025-03-05T17:03:30-06:00

Three elderly men, knowing the important things in life, enjoy a game of foosball, smiling and engaged in friendly competition, with one man holding a foosball piece.

Gallery

Important Things to Know About Medicare

Corie Eckstrom2025-03-05T17:14:11-06:00

The iWealth Foundation and Its Impact

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The iWealth Foundation and Its Impact

Corie Eckstrom2025-03-05T17:14:33-06:00

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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
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Waseca, MN 56093

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196 St. Andrews Dr., Ste. 300,
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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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