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

Money decisions aren’t just numbers—they’re deeply tied to emotions, behaviors, and relationships. Research in financial...
05/27/2026

Money decisions aren’t just numbers—they’re deeply tied to emotions, behaviors, and relationships. Research in financial therapy shows that understanding the “why” behind financial habits can improve both financial stability and overall wellbeing. If you want a deeper look at how psychology and money intersect, this article is a must-read...

https://openjournals.libs.uga.edu/fsr/article/view/4307/3937

Most people don’t realize this…how you give matters just as much as why you give.Charitable strategies can create tax be...
05/26/2026

Most people don’t realize this…
how you give matters just as much as why you give.

Charitable strategies can create tax benefits, long-term impact, or immediate change but without clarity, it’s easy to miss what actually matters to you.

The real conversation isn’t about tactics.
It’s about intention, values, and the kind of impact you want to make.

This episode breaks down how to think about giving in a more meaningful, strategic way.

🎧 https://expertnetworkteam.simplecast.com/episodes/charity-with-purpose

When a loved one leaves behind an IRA, they aren’t just passing on an account; they are passing on the result of years o...
05/25/2026

When a loved one leaves behind an IRA, they aren’t just passing on an account; they are passing on the result of years of discipline and planning. However, transitioning these assets from one generation to the next involves specific IRS requirements that can be complex to navigate, especially during an already difficult time.

Because the landscape of inherited wealth has shifted in recent years, understanding the "10-year rule" and the distinct tax implications of Traditional versus Roth accounts is essential to honoring that legacy. We’ve maintained a guide on our blog that walks through the technical steps of inheriting an IRA, helping you move from uncertainty toward a clear, actionable strategy.

If you are currently managing a transition or planning for the future, this resource offers a framework for the road ahead.

https://assetsandincome.com/blog/what-happens-when-someone-inherits-an-ira/

Today we honor and remember.
05/25/2026

Today we honor and remember.

It doesn’t have to look like this.With the right plan, the right timing, and the right team, your business exit can be s...
05/22/2026

It doesn’t have to look like this.

With the right plan, the right timing, and the right team, your business exit can be structured, intentional, and aligned with what you actually want next.

https://assetsandincome.com/

Did you miss last week's workshop on Wealth and Wellness? If something unexpected happened tomorrow, would your loved on...
05/21/2026

Did you miss last week's workshop on Wealth and Wellness? If something unexpected happened tomorrow, would your loved ones know where to find everything that matters? The Wealth & Wellbeing Album organizes your key documents, contacts, and wishes in one place—giving you peace of mind and your family a clear roadmap during difficult times. Take control of your legacy and ensure nothing gets lost, overlooked, or left to chance.

Download your copy today and start to get organized.

https://assetsandincome.com/wealth-wellness-album-request/

Meet the team! Dave Stevens brings more than 34 years of experience helping businesses, families, and individuals achiev...
05/20/2026

Meet the team! Dave Stevens brings more than 34 years of experience helping businesses, families, and individuals achieve their financial goals through comprehensive planning and trusted guidance. A CPA and Certified Financial Planning Practitioner™, he combines deep expertise in investments, insurance, and financial strategy with a collaborative, relationship-driven approach. Based in Denver, Dave is also an active community leader and avid athlete, competing in rowing while enjoying outdoor adventures with his family.

Learn more about David on our website: https://assetsandincome.com/our-team/david-stevens/

Life insurance is often described as a foundational piece of a financial plan, but the reality is that the "need" for it...
05/18/2026

Life insurance is often described as a foundational piece of a financial plan, but the reality is that the "need" for it changes as your life evolves.

In our latest blog, we look at life insurance through the lens of risk management rather than just a transaction. We discuss:
- How to identify if you are currently "self-insured."
- The difference between temporary protection and long-term wealth strategy.
- Why the "right" amount of coverage is a moving target.
- How to evaluate a policy's role in your estate plan.

Understanding your risk is the first step toward a meaningful plan.

Read the full post here: https://assetsandincome.com/blog/life-insurance-risk-management-wealth-strategy/

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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