A&I Wealth Management, LLC

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A&I Wealth Management, LLC A team of financial advisors that grow your wealth, protect your hard work and guide you! Call us

A&I Wealth Management is a full-service financial advisory firm based in Lone Tree, CO. Our team of experienced financial advisors is dedicated to providing comprehensive wealth management services to individuals and families. We specialize in financial planning, investment management, retirement planning, tax planning, estate planning, asset management, risk management, and much more. Our goal is to help our clients achieve their financial goals and secure their financial future. We pride ourselves on our personalized approach and our ability to tailor our services to meet the unique needs of each client. Whether you are a business owner, retiree, or just starting out, A&I Wealth Management can help you achieve your financial goals

Choosing a financial planner is about more than credentials or investment options, it’s about finding someone you can tr...
10/20/2026

Choosing a financial planner is about more than credentials or investment options, it’s about finding someone you can trust with the bigger picture of your financial life.

Before making that decision, ask questions that go beyond the basics. How do they invest their own money? What does their typical client portfolio look like? What challenging situations have they helped clients navigate? And perhaps most revealing: What should I have asked that I didn’t?

The answers can tell you a lot about their philosophy, experience, and whether they’re the right fit for you.

▶️ Follow A&I Wealth Management on YouTube for more Fully In-Vested videos and practical financial insights.
https://www.youtube.com/

Safeguarding a company’s enterprise value usually starts with managing cash flow and physical property. Yet, a single di...
10/19/2026

Safeguarding a company’s enterprise value usually starts with managing cash flow and physical property. Yet, a single digital security gap can disrupt operations and drain balance sheets just as quickly.

We went back into our blog archive to bring a critical topic back into focus: Cyber Liabilities in Business: Protecting Your Financial Assets.

From commercial cyber insurance nuances to internal digital safety controls, this quick read offers practical ways to keep your company's hard-earned equity protected.

Read the full blog post here:
https://assetsandincome.com/blog/cyber-liabilities-in-business-protecting-your-financial-assets/

Sometimes the hardest part of financial planning is figuring out which folder that one document ended up in. 😅Keeping yo...
10/16/2026

Sometimes the hardest part of financial planning is figuring out which folder that one document ended up in. 😅

Keeping your financial records organized can make everything from tax preparation to retirement and estate planning a little easier and save you from the great paperwork hunt later.

A little organization today can mean a lot less searching tomorrow.

Meet Janelle Howarth, Operations Associate at A&I Wealth Management! 👋Janelle joined the Client Care team in 2026, bring...
10/15/2026

Meet Janelle Howarth, Operations Associate at A&I Wealth Management! 👋

Janelle joined the Client Care team in 2026, bringing experience across several industries and a passion for providing excellent customer service. No matter the role, one thing has remained important to her: treating every person she meets with genuine respect and care.

We’re glad to have Janelle as part of the A&I team!
https://assetsandincome.com/our-team/janelle-howarth/

We’re pleased to share that Karl Frank, CFP®, President of A&I Wealth Management, received the 2026 Five Star Wealth Man...
10/15/2026

We’re pleased to share that Karl Frank, CFP®, President of A&I Wealth Management, received the 2026 Five Star Wealth Manager award from Five Star Professional on October 1, 2026.

Please join us in congratulating Karl on this recognition!

Award disclosure: The research period was November 27, 2025–June 3, 2026. Of 3,044 Denver-area wealth managers considered, 180 (6%) received the award. Selection was based on 10 objective eligibility and evaluation criteria, using a self-completed questionnaire. No fee was paid for consideration or selection; a fee was paid for use of marketing materials. The award does not evaluate the quality of investment advice or services, constitute an endorsement, or guarantee future investment success.

Where do you think the markets are headed as we close out 2026? 📈Join Karl Frank, CFP® for A&I Wealth Management’s 3rd Q...
10/14/2026

Where do you think the markets are headed as we close out 2026? 📈

Join Karl Frank, CFP® for A&I Wealth Management’s 3rd Quarter 2026 Market Update as he shares the latest investment insights and economic outlook from the investment teams at iM Global Partners and Capital Group.

Bring your questions and join the conversation!

📅 October 22, 2026
🕦 11:30 AM–12:30 PM

In-person seating is limited, so RSVP to save your seat.
https://assetsandincome.com/events/3rd-quarter-2026-market-update-with-karl-frank-2/

Friends and colleagues are welcome, too!

A little teamwork, a shared meal, and an evening of giving back. 💛Our A&I Wealth Management team had a wonderful time pr...
10/14/2026

A little teamwork, a shared meal, and an evening of giving back. 💛

Our A&I Wealth Management team had a wonderful time preparing and serving dinner at Ronald McDonald House in Aurora for families whose children are receiving care at Children’s Hospital.

We’re grateful for the opportunity to offer a warm meal and a friendly welcome during a challenging time for these families. Thank you to Ronald McDonald House for welcoming us and for the care you provide every day.

Here are a few moments from our volunteer night!

Cybersecurity isn’t just about protecting your devices, it’s about protecting your financial future. 🔐From strong passwo...
10/13/2026

Cybersecurity isn’t just about protecting your devices, it’s about protecting your financial future. 🔐

From strong passwords and account alerts to protecting aging parents, securing digital assets, and preparing for the transfer of wealth, good cybersecurity habits matter at every stage of life.

This Cybersecurity Awareness Month, take a few minutes to review the safeguards surrounding your money, identity, family, and legacy.

https://assetsandincome.com/blog/cybersecurity-tips-for-financial-protection/

Building financial security takes decades, but maintaining it requires keeping your everyday digital defenses strong. Ph...
10/12/2026

Building financial security takes decades, but maintaining it requires keeping your everyday digital defenses strong. Phishing tactics and social engineering continue to evolve, making basic cybersecurity hygiene essential for every household.

We went back into our blog archive to pull out an actionable read: Protecting Your Financial Future: Cybersecurity Essentials for Every Life Stage

Whether it's setting up password managers or verifying money-movement requests, this guide highlights practical steps to keep your financial life secure online.

Read the full blog post here:
https://assetsandincome.com/blog/cybersecurity-tips-for-financial-protection/

10/09/2026

Retirement planning isn’t just about preparing for the future. It’s about having the freedom to enjoy it. ✈️

Whether that means traveling more, spending time with family, or finally doing the things you’ve been putting off, a thoughtful plan can help you understand what your retirement can comfortably support.

Because sometimes the best part of the plan is getting to say, “Yes, we can do that.”

Address

9605 Kingston Court, Suite 190
Lone Tree, CO
80112

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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