A&I Wealth Management, LLC

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

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.”

Giving to the causes you care about can be meaningful on its own but thoughtful planning may also help you make those gi...
10/09/2026

Giving to the causes you care about can be meaningful on its own but thoughtful planning may also help you make those gifts more tax-efficient.

Our latest white paper, Tax-Smart Giving, explores strategies to consider when charitable giving is part of your broader financial plan.

Whether you’re thinking about year-end giving, supporting organizations that matter to you, or incorporating philanthropy into your legacy, this guide can help you start the conversation with your financial and tax professionals.

Download the white paper to learn more.
https://assetsandincome.com/taxes-and-charitable-giving-request/

What’s happening in the markets and what could it mean for investors as we head into the final months of 2026?Join Karl ...
10/08/2026

What’s happening in the markets and what could it mean for investors as we head into the final months of 2026?

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

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

RSVP here: https://assetsandincome.com/events/3rd-quarter-2026-market-update-with-karl-frank-2/

Tax planning is most useful when there’s still time to make decisions not just when it’s time to file.For business owner...
10/07/2026

Tax planning is most useful when there’s still time to make decisions not just when it’s time to file.

For business owners, the months before year-end are an opportunity to review the bigger picture: income projections, cash flow, major purchases, retirement contributions, owner compensation, and how your business decisions connect with your personal financial plan.

The goal isn’t simply to find deductions. It’s to make informed decisions that support both your business and the wealth you’re building outside of it.

🔗 Read the full blog from A&I Wealth Management to learn more.
https://assetsandincome.com/blog/midyear-tax-planning-checklist-business-owners/

When we think about managing financial risk, market fluctuations usually come to mind first. But in today’s digital worl...
10/06/2026

When we think about managing financial risk, market fluctuations usually come to mind first. But in today’s digital world, the security of your online accounts and personal data is just as critical to protecting your long-term wealth.

We went back into our blog archive to pull out an issue that deserves a fresh look: Cybersecurity Essentials: Protecting Your Financial Assets and Family.
Whether it’s tightening your password habits or securing primary banking access points, this quick read highlights simple, practical steps every family can take to stay protected online.

Read the full blog post here:
https://assetsandincome.com/blog/cybersecurity-essentials-protecting-your-financial-assets-and-family/

Good investing decisions should be based on your goals, risk tolerance, and long-term financial plan not what happens to...
10/02/2026

Good investing decisions should be based on your goals, risk tolerance, and long-term financial plan not what happens to come up over dinner.

Helping aging parents stay safe and independent can bring up some difficult questions—and planning ahead can make those ...
10/01/2026

Helping aging parents stay safe and independent can bring up some difficult questions—and planning ahead can make those conversations easier.

In this episode of the Expert Network Team Podcast, Karl Frank, Nathan Merrill, and Jeff Krommendyk are joined by Annalee Kruger to discuss practical considerations for aging families, from driving and home safety to helpful technology, physical and cognitive health, and lessons from real-life situations.

If you have aging parents or loved ones, this conversation is well worth a listen.

https://assetsandincome.com/podcast/e94-aging-plans-with-annalee-kruger-2-of-2/

Happening tomorrow! 🔐Join us from 11:30 AM–12:30 PM for our Cybersecurity Lunch & Learn with Andrew Scott from Todyl.We’...
09/30/2026

Happening tomorrow! 🔐

Join us from 11:30 AM–12:30 PM for our Cybersecurity Lunch & Learn with Andrew Scott from Todyl.

We’ll discuss common cybersecurity threats that could put your accounts and personal information at risk—from phishing attempts and fake calls to other forms of financial crime—followed by a live Q&A.

Register here: https://assetsandincome.com/events/cybersecurity-lunch-and-learn-2/

We hope to see you there!

Individual stocks and mutual funds each have their place in a well-rounded investment strategy but understanding the tra...
09/29/2026

Individual stocks and mutual funds each have their place in a well-rounded investment strategy but understanding the trade-offs is key.

In this blog, we explore the differences between the two, including risk, diversification, time commitment, and why many investors choose a balanced “Core & Explore” approach.

Whether you’re building your first portfolio or reviewing your current investment strategy, this guide can help you make more informed decisions.

Read the full blog to learn more: https://assetsandincome.com/blog/individual-stocks-vs-mutual-funds/

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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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