A&I Wealth Management LLC
A team of financial advisors that grow your wealth, protect your hard work and let you choose how you want to be taxed.
A&I Wealth Management is a fee-based investment advisor & fiduciary in Englewood, Colorado operating since 1986. We offer comprehensive financial planning, retirement planning, investment advice IRA and 401(k) management, wealth management & life insurance to a small number of successful families and business owners. A&I is a fiduciary. We promise to put your financial interests ahead of our own. Our Certified Financial Planner team has 100 years of combined experience. Our CFP practitioners use an advanced financial planning process to listen and to know your values, goals, relationships & more. Grow and protect your investments.
Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC. Investment advisory services offered through A & I Wealth Management LLC, registered investment advisor.
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Episode 129: Preserving Your Legacy - The Power of Family Storytelling Part 1
From Pain to Purpose: A Conversation with Dr. Alok Singh
2025 Investment, Market & Economic Commentary | A&I Wealth Management Denver
Episode #127: Exit Planning, Legacy Building, and the Power of Process - Part 2
Cyber Crime and How to Protect Yourself | A&I Wealth Management Denver Lunch and Learn
Episode #126: Exit Planning, Legacy Building, and the Power of Process - Part 1
Episode #125: From Limiting Beliefs to Leadership
Episode #124: Becoming Better How Mindset Shapes Success
A&I Wealth Management hosts a College Invest Lunch and Learn - Aug 2025
Episode #123: What it really takes to sell your business
Episode #122: Business Exit Planning: Key Questions Every Owner Must Ask
Big Beautiful Bill Tax Update Rob Burton CPA 08/2025
Episode #121 - AI, Jobs, and the Truth About Today’s Labor Market
2025 Q2 Market Commentary from Karl Frank CFP
Episode #120 - SSRI For Everyone Including Pensioners
Episode #119 - Conversation With Chad Harmon
Episode #118 - Charitable Giving
Celebrating 100 Years of Giving | Inside @TheDenverFoundation's Legacy Planning
Episode #116 Trump's Economy: What Does It Mean For You?
Episode #115 Big Changes in Washington DC and The Effects On Our Investments
Episode #114 Politics & Puerto Rico
Episode #113 Longevity & Stem Cell Breakthrough 1
Episode #112 The Power of Stem Cells
January, 2025 AIWM Market, Investments and Economic Update
Expert Network Episode #111 - Optimism and The Role of Government
Expert Network Episode #110: Navigating Stress, Setting Boundaries and Finding Balance
A & I Wealth Management - Our Story
Expert Network Episode #109: Five strategies to bust through obstacles
The Expert Network Team Podcast Episode #108: Geringer ProU - Understand Triple G: God Given Gifts
The Expert Network Team Episode 107 Cyber Liability for Business