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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

10/29/2026

Choosing a financial advisor isn’t just about credentials or fees. It’s also about finding someone whose approach, experience, and philosophy align with what matters to you.

In this Fully In-Vested video, Karl Frank shares five questions you might not think to ask when interviewing a financial advisor and why the answers can reveal a lot about whether they’re the right fit.

Watch the video:
https://youtu.be/pPJH165TaIA

10/28/2026

Some books stay with you long after you’ve finished reading them.

Join us for our next A&I Think Tank as we read and discuss Joan Didion’s The Year of Magical Thinking - a deeply personal exploration of love, loss, grief, and the experience of moving forward after losing someone you love.

As Stacey Frank shares, “She is a wise person, brave and honest. She documents an event all of us dread, and almost everyone must face: the death of a loved one. I can’t wait to read this book and talk about it with you.”

📚 Think Tank: The Year of Magical Thinking
📅 November 18
🕐 1:00–2:00 PM MT
💻 Via Zoom

Whether you’ve already read the book or are picking it up for the first time, we’d love to have you join the conversation.

Register for the A&I Think Tank
https://assetsandincome.com/events/think-tank-ai-reading-recommendations-the-year-of-magical-thinking/

10/27/2026

Market uncertainty can make even experienced investors question their next move.

When headlines are unsettling and markets are volatile, fear can push us to sell while excitement can tempt us to chase the next opportunity. But your investment decisions should be guided by your long-term goals not the emotion of the moment.

Our latest blog shares five ways to keep perspective, focus on what you can control, and make more thoughtful investment decisions during uncertain times.

https://assetsandincome.com/blog/emotional-investing-strategies/

10/26/2026

Digital security threats have shifted from simple technical hacks to sophisticated social engineering. By mimicking the email layouts and phone numbers of trusted banks and advisory firms, scammers attempt to manipulate people into making quick, emotional decisions.

We went back into our blog archive to bring a critical read back into focus: Phishing and Spoofing Scams: Protect Your Investments.

Take five minutes to review how these scams operate and learn the simple verification steps that keep your portfolio safe.

Read the full blog post here:
https://assetsandincome.com/blog/phishing-and-spoofing-scams-protect-your-investments/

10/23/2026

Cybersecurity awareness has a way of making you rethink a few old habits. 😅🔐

Strong, unique passwords and multi-factor authentication are simple steps that can add another layer of protection to your financial and personal information.

This Cybersecurity Awareness Month, consider giving your digital security a quick checkup. Your future self and your accounts may thank you.

10/22/2026

Charitable giving can be about more than how much you give. How and when you give can matter, too.

Our Tax-Smart Giving white paper explores ways to think more strategically about charitable giving as part of your broader financial plan helping you support the organizations and causes that matter to you while considering the potential tax implications of your decisions.

If giving is part of your year-end or long-term planning, this is a helpful place to start.

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

10/21/2026

Happening tomorrow!

Join Karl Frank, CFP® for A&I Wealth Management’s 3rd Quarter 2026 Market Update as we take a closer look at what’s happening in the markets, the latest investment insights, and the economic outlook heading into the final months of the year.

Bring your questions and join us in person or online!

📅 October 22, 2026
🕦 11:30 AM–12:30 PM
📍 9605 S. Kingston Ct., Suite 190, Lone Tree, CO 80112
💻 Zoom option available

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

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/

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/

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.

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

Website

https://www.assetsandincome.com/financial-advisor-lonetree-co/

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