iWealth

iWealth

Categories

Financial & Investment

About Us

At iWealth, Your Interests Come First...

We Integrate The Five Key Areas Of Financial Planning:

1. Adequate life insurance, disability and long-term care coverage will help protect your assets and reduce risk with unforeseen circumstances.

2. Cash flow analysis, saving and investing strategies, and asset allocation review are just a part of our process to ensure asset and debt management.

3. Tax managed, tax efficient, tax deferred and tax free investing for effective income tax management.

4. Custom designed retirement plans, strategies and allocation of resources for successful retirement planning and management to ensure your life's financial goals.

5. Beneficial distribution options for individual's assets to future generations and/or charities providing true legacy options.


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Highlights

  • Chosen “2010 Investment Centers of America – Representative Of The Year”
  • Received “Certified Wealth Strategist®” designation in 2008
  • Chosen “2007 Top 50 Bank Advisors in the Nation”
  • Chosen “2006 Top Ten Young Minnesotans”
  • Consistently in top 5% of Investment Centers of America Representatives

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Brad Connors
Matt Potter
Shawn Pomeroy
John "JP" Eykyn
Patty Buehler
Monica Odenthal
Michelle Nieuwsma
Rebecca Schimming

Jobs

Project Manager – Focus Marketing
Category: Marketing
Job Title: Project Manager – Focus Marketing              Company: iWealth, Waseca MNJob Description: The successful candidate will have a high level of confidentiality and good computer skills, focused in the following areas:Coordinate established direct marketing programs (direct mail and email)Coordinate social media posts / presenceCoordinate established client eventsManage and maintain ...read more
Contact:
Phone:(507) 835-9111
Fax:(507) 835-2005