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Schedule a meeting with one of our wealth advisors to start your journey toward financial independence.

Brad Connors
Shawn Pomeroy
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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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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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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
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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
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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

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Waseca Area Neighborhood Service Center Food Drive 2024Corie Eckstrom2025-03-05T14:49:58-06:00

Waseca Area Neighborhood Service Center Food Drive 2024

Join us as we celebrate the heartwarming impact of the 15th annual iWealth Holiday Food Basket program! On December 4, iWealth proudly presented a check for $11,725 to the Waseca Area Neighborhood Service Center (WANSC), thanks to the incredible generosity of our clients, business partners, community members, and team.

Watch as iWealth team members, alongside local students, pack and distribute food baskets for families in need—bringing hope and joy to the Waseca area this season.

💛 Want to make a difference? It’s not too late to help!

🌐 Donate online: givebutter.com/FcUW2X (select “iWealth Holiday Food Basket Fund”)

📬 Send a check: WANSC, 203 3rd Avenue NW, Waseca, MN 56093 (Memo: iWealth Holiday Food Baskets)

Together, we’re making the holidays brighter for those who need it most. 🌟

Explore More

Jordan2026-08-31T15:32:30-05:00

Torn paper revealing the message "Today is the first day of the rest of your life," symbolizing a fresh start and major life transitions that may prompt a review of your financial plan, retirement strategy, and long-term goals.

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How Should Your Financial Plan Adapt to Major Life Changes?

Financial Planning Generational Wealth Planning

Corie Eckstrom2026-01-19T10:27:24-06:00

Multi generational family enjoying an autumn day

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The Role of Personal Values in Generational Wealth Planning

Leaving A Legacy Generational Wealth Planning

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

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

Generational Wealth Planning College

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

Mankato Office
196 St. Andrews Dr., Ste. 300,
Mankato, MN 56001

Bloomington Office
7900 International Dr., Ste. 300,
Bloomington, MN 55425

info@iwealth4me.com
(507) 835-9111

Financial Disclosures & Privacy Policies

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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