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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

Two people sit in front of a green tent outdoors. One is roasting a marshmallow on a stick, while the other smiles in the background, perhaps pondering the difference between enjoying this moment and planning for future adventures with an Individual 401k.

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What is the difference between SEP IRA and Individual 401k

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The Joys of Volunteering

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Q2 2023 iWealth Stock Market Update

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Maintaining Discipline in Investing

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Q1 2023 iWealth Financial Market Update

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Image of a quarterly wealth update graphic for Q4 2022, featuring a man in a suit against a brick wall. The design incorporates sound wave graphics and an iWealth play button icon, reflecting insights into the financial market trends.

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Q4 2022 iWealth Financial Market Update

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An elderly man playfully interacts with a baby held by a woman outdoors, with two adults smiling in the background, reminding us of the joy in multigenerational bonds and underscoring the importance of recognizing warning signs to ensure elder safety.

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The Warning Signs of Elder Abuse

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It's An Exciting Time at iWealth

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It’s An Exciting Time at iWealth

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A person holds a glowing light bulb. Text reads: "Estate Planning, wills, and legacy conversations. iWealth Podcast.

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How Long Term Care Factors Into Estate Planning and Wills

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Wealth Quarterly Update cover features a man in a suit against a brick wall, wave graphics, and the "Q3 - 2022" text on a blue background. Stay informed with iWealth's latest Market Update for strategic insights.

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Q3 2022 iWealth Market Update

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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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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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