Your Dream, Your Team:

How iWealth Works for You

Building a strong financial plan isn’t something that happens in isolation. It requires clarity, thoughtful decisions, and people who understand what your goals represent.

At iWealth, the heart of what we do comes down to one core belief: your financial life deserves a team that supports every part of your plan, not just the investments that fund it.

For families seeking financial planning, wealth management, and tax and estate planning, a coordinated team matters more than most people realize. It affects the quality of communication, the quality of your experience, and the confidence you feel knowing that a team of professionals understands your current situation and future goals.

This article takes you behind the scenes of how iWealth operates, and how our “team-first” structure can support your long-term planning, generosity, and the vision you have for distributing your wealth. We’ll also address some commonly asked questions about our process to help you better understand how it applies to your current situation and your future goals.

Why Team-Based Financial Planning Matters

Why do iWealth financial planners work in teams?

The financial world is too complex for one professional to master all the knowledge and services, including planning, investment, taxes, risk management, and legal. At iWealth, teamwork creates a much smoother experience for clients in Minnesota and across the United States.

When advisors and our professional staff collaborate, your plan is supported by more than one person, communication is more transparent, and no single professional’s knowledge is relied upon. It’s a structure designed the goal of keeping all facets of your financial life moving, even when your financial life becomes increasingly complex.

Does working with a team of financial advisors make a difference for my plan?

The short answer: Yes! A team approach means multiple people, with specialized skill sets, understand your goals, concerns, and strategy. If one advisor is out of the office, another can step in without losing context. It also brings more insight to your retirement planning, tax questions, and charitable decisions, giving your plan a broader level of attention.

At iWealth, we’ve designed our structure so that every client feels supported by the entire staff, not just one advisor. It’s a coordinated effort that helps create a smoother client experience from the moment you call or walk through our doors for the first time.

When Life Tests a Team: JP’s Story

The importance of shared responsibility became especially clear during one of the most challenging periods in our firm’s history.

Financial advisor JP Eykyn was diagnosed with leukemia, and later, the illness returned. It was a moment that tested every part of our internal structure: communication, scheduling, client support, and emotional resilience.

But something powerful happened:

• Advisors stepped in for one another
• Team members covered client meetings
• Workloads shifted without hesitation
• Clients continued receiving thoughtful guidance
• The entire office pulled together, both personally and professionally

It didn’t take long for us to see what “teamwork” truly means.

JP’s story became a poignant reminder that caring for clients also requires caring for one another. And during that time, the iWealth team held firmly to a shared phrase: “We row the boat together.”

That same mindset continues to drive our approach today.

“What happens if my advisor is unavailable when something important comes up?”

At iWealth, another advisor will step in right away. Our team structure is designed so that multiple professionals on our team understand your accounts, upcoming deadlines, and the next steps in your plan. You’re never left waiting for help.

“Does the team understand the details of my plan?”

Yes. Your plan is not managed by one individual alone. Our Minnesota-based financial advisors and support staff share information, review notes, and stay aligned on the goals and timelines that matter most to you, whether you’re in Minnesota or located in another state. This allows the entire office to support your plan if it becomes necessary.

“How do you coordinate all the moving parts?”

We utilize shared systems, maintain frequent communication, and adopt a team-first approach. Advisors collaborate on strategy while staff keep scheduling, paperwork, and follow-up moving smoothly. Everyone “rows the boat” in the same direction, so your plan stays focused and on point.

From account processing to appointment scheduling to follow-up communication, our support team works closely with our financial advisors. Together, instructions, paperwork, and client questions are communicated clearly, quickly, and efficiently.

We don’t rely on individuals’ memories or scattered notes. Our systems helps everyone stay aligned, so that your financial plan is understood and supported by multiple individuals.

When someone needs help, whether a client or a colleague, it’s normal for people to jump in without being asked; that mindset helps sustain the kind of experience families appreciate: steady, consistent, and highly personalized.

This structure also supports the full range of planning we offer, including retirement strategies, charitable giving decisions, investment reviews, and legacy planning.

Your Plan, Supported From Every Angle

Retirement Planning Specialists Who Collaborate

Your plan may involve income strategies, tax considerations, and investment reviews. Instead of one advisor handling all the details alone, our retirement planning specialists coordinate these pieces together.

From college funding to charitable giving and beneficiary updates, we share responsibility so that nothing gets overlooked.

A Full-Office Commitment to Timeliness

If a form must be processed before year-end, or an RMD is approaching, multiple people understand the timeline, not just the advisor who drafted the plan.

This approach reflects what our clients value most: knowing that their plan doesn’t rest on a single point of contact. It rests on a team invested in you, your future and your dreams.

Why Culture Matters as Much as Strategy

Technical knowledge is fundamental in financial planning, but our culture shapes the experience most people have when working with us. iWealth’s culture is:

• Supportive
• Compassionate
• Collaborative
• Grounded in service
• Focused on community and family

Clients see this in simple ways: quick responses, proactive communication, and people who genuinely care about what’s going on in your life. They also see it in bigger moments, such as illness, loss, retirement decisions, and celebrations.

Our team steps in not just because it’s their job, but because it’s who we are – a team of caring professionals.

You’re Never Planning Alone

When you choose iWealth, you’re choosing more than a financial plan. You’re choosing:

• A team of Minnesota based financial planners who communicate clearly, no matter where you are located
• Retirement planning specialists who coordinate your long-term strategy
• Staff members who understand the importance of timely communication
• Advisors who step in for each other—and for you when it is necessary
• A culture built on service, compassion, and shared responsibility

Your goals, family, and future deserve a team that works together—not in separate silos but side by side with a common purpose.

This is how we deliver consistent support.

This is how we provide stewardship to every client relationship.

This is how we coordinate “rowing the boat” together and in the same direction.

Contact us to schedule an introductory call.