Portfolio Archive | Page 9 of 13 | 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 Services
We offer a wide range of financial planning services designed with a goal 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.

Generational Wealth Planning
Holistic Financial Planning
Investment Strategy
Strategic Business Planning
Tax & Estate Planning
Second Opinion Service
Private Client Group
Living an affluent life can quickly become overwhelmingly busy. iWealth offers an experienced CFO-style level of support through our Plan on Purpose Office and our For Days Coming Network so that you have a valued quarterback to help simplify your life.

iWEALTH PLAN ON PURPOSE 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 Services
We offer a wide range of financial planning services designed with a goal 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.

Generational Wealth Planning
Holistic Financial Planning
Investment Strategy
Strategic Business Planning
Tax & Estate Planning
Second Opinion Service
Private Client Group
Living an affluent life can quickly become overwhelmingly busy. iWealth offers an experienced CFO-style level of support through our Plan on Purpose Office and our For Days Coming Network so that you have a valued quarterback to help simplify your life.

iWEALTH PLAN ON PURPOSE 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

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

Gallery

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.

Gallery

Insurance Needs when Married with Children

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

Gallery

Changes in 2024 College FAFSA Aid Formulas

Corie Eckstrom2025-03-05T16:22:18-06:00

A man with a laptop and folder sits outdoors, researching investing for college. Behind him, three people are using phones, possibly checking their student loan balances while sitting on benches.

Gallery

Investing for College Versus Student Loans

Corie Eckstrom2025-03-05T16:25:11-06:00

Gallery

Planning For College

Corie Eckstrom2025-03-05T16:23:21-06:00

Wealth Quarterly Update for Q1 2024: A man in a suit stands before a soundwave graphic on a blue background, delving into the latest stock market trends.

Gallery

Q1 2024 Stock Market Update

Corie Eckstrom2025-03-05T16:23:33-06:00

Emergency Funds - How much should you save

Gallery

Why an Emergency Fund Matters

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

iWealth Welcomes Estate Financial Services to the company

Gallery

iWealth Welcomes Estate Financial Services to the company

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

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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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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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