iWealth Employee Directory

Financial ServicesMinnesota, United States11-50 Employees

iWealth is a financial services firm focused on helping individuals and small businesses map out and pursue their financial goals. The company emphasizes risk management alongside prudent investing, aiming to support clients in avoiding outliving their resources and in transferring wealth to chosen parties, with an emphasis on integrity and transparency. Based in Waseca, Minnesota, iWealth provides a highly customizable service that assesses clients’ current position, forecasts future needs, and outlines a path to reach those objectives, guided by a framework they term the “13 Wealth Management Issues.” Securities are offered through a larger broker-dealer network, while advisory services are provided by iWealth Financial, LLC, an independent registered investment advisor. A recent local recognition highlights the firm’s longstanding service to the community, underscoring its community-oriented approach.

Sign up for free to view info

Company overview Email format