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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  • 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


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


Client Service Assistant
Category: Administrative, Support & Clerical
Job Title: Client Service AssistantCompany: iWealthLocation: Waseca, MNJob Description: We are seeking a highly detail-oriented and organized individual to join our team as a Client Service Assistant. The ideal candidate will demonstrate our core values each day with our team and clients (humble, hard-working, trustworthy, client-centered, servants heart). The primary responsibilities of this ...read more
Phone:(507) 835-9111
Fax:(507) 835-2005