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

Are you ready for a second opinion on your current wealth management approach? We are here for you! Setting an appointme...
06/18/2026

Are you ready for a second opinion on your current wealth management approach? We are here for you! Setting an appointment is easy and the conversation can be fruitful. Schedule a time today to speak with one of our advisors. https://assetsandincome.com/about-us/contact/

Financial organization is about more than spreadsheets and statements — it’s about creating clarity for yourself and the...
06/17/2026

Financial organization is about more than spreadsheets and statements — it’s about creating clarity for yourself and the people you care about. Our complimentary Wealth & Wellness Album is designed to help you organize important financial, legal, and personal information in one convenient place for greater confidence and peace of mind.

Request your free copy today:
https://assetsandincome.com/wealth-wellness-album-request/

What do movies, intellectual property, and tax strategy have in common?In this episode of the Expert Network Team podcas...
06/16/2026

What do movies, intellectual property, and tax strategy have in common?

In this episode of the Expert Network Team podcast, the conversation dives into the world of film finance, Section 181 tax strategy, accelerated deductions, and the surprising role investors can play in movie production.

From executive producer credits to the business mechanics behind film distribution, this episode explores a side of tax planning most people have never heard about.

Watch the full podcast episode to learn more.

https://youtu.be/RzAFG1GVjxY

What do you give the father who has everything? Often, the most meaningful gift isn't something he receives, but the abi...
06/15/2026

What do you give the father who has everything? Often, the most meaningful gift isn't something he receives, but the ability to give to others.

This Father's Day, we're discussing "Living Legacies"—a strategic approach to gifting that allows dads and grandfathers to see the impact of their generosity in real-time. Our latest blog covers the 5-step process to making impactful gifts while maintaining your own financial security.

Read more here: http://assetsandincome.com/blog/the-gift-of-giving-fathers-day-financial-planning

06/12/2026

The earlier you start planning, the more options you give your future self.

Retirement planning isn’t just about reaching a number, it’s about creating flexibility, protecting your lifestyle, and giving yourself choices later in life.

And sometimes, the best financial lessons are the ones your kids don’t fully appreciate until years later.

Reminder: Join us for the A&I Think Tank Book Club discussion of "The Art of Spending Money" by Morgan Housel. One power...
06/11/2026

Reminder: Join us for the A&I Think Tank Book Club discussion of "The Art of Spending Money" by Morgan Housel. One powerful takeaway from the book: spending money intentionally on what truly matters to you often creates more long-term fulfillment than simply accumulating more. We look forward to a thoughtful conversation around financial choices, values, and living a richer life.

Learn more and register on our website.

https://assetsandincome.com/events/think-tank-ai-book-club-the-art-of-spending-money/

Retirement planning does not stop when you leave the workforce — that’s when the income strategy begins. In Episode 47 o...
06/10/2026

Retirement planning does not stop when you leave the workforce — that’s when the income strategy begins. In Episode 47 of the Expert Network Team podcast, the team discusses how retirement withdrawals work, tax-smart distribution strategies, and ways to help your assets last throughout retirement. Listen in for practical insights on turning your savings into income.

https://assetsandincome.com/podcast/episode-47-retirement-income-planning-how-you-can-make-withdrawals-from-your-investment-accounts-in-retirement/

Social Security decisions can have a bigger impact on retirement income and taxes than many people realize.When you clai...
06/09/2026

Social Security decisions can have a bigger impact on retirement income and taxes than many people realize.

When you claim benefits, how withdrawals are structured, and how income sources work together can all affect your long-term financial picture.

The goal isn’t just reducing taxes for one year, it’s creating a strategy that works over time.

Read the full blog to learn more: https://assetsandincome.com/blog/social-security-benefit-options-what-to-consider-before-you-file-your-taxes/

I often see individuals who are "wealthy" on paper but remain anxious about the future because they haven't yet stress-t...
06/09/2026

I often see individuals who are "wealthy" on paper but remain anxious about the future because they haven't yet stress-tested their distribution strategy. Retirement readiness isn't just a single number; it’s a coordinated plan for how you will tap into your various accounts over a 30-year span.

In our latest update, we share a self-assessment guide you can use to identify potential gaps in your current plan. If you haven't recently looked at how your income, taxes, and investments work together as a single unit against inflation and market volatility, now is the time to start.

Check out the self-assessment here: http://assetsandincome.com/blog/are-you-retirement-ready-roadmap-for-the-transition

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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