Our Community

Our team members volunteer for a number of organizations and serve as a resource for a variety of news outlets.

AIWM Community Involvement

We as Denver’s Wealth Management Company Contribute to our Community.

Financial Advice for Wedding Planning

“I am so relieved! Now my daughter is his responsibility!” Virginia Wu and Karl Frank had a fun time writing this piece together, and Virginia is speaking from experience because she is preparing for her own wedding now!  Find out more on How to Pay for a Wedding without Breaking the Budget.

A&I Blood Drive

A&I Extends a huge thank you to everyone who volunteered, gave blood, or supported our recent blood drive for the Colorado Children’s Hospital!

Fighting Childrens Cancer

One of our biggest fundraisers fights children’s cancer here in Denver with Swim Across America. Plus, every year Cameron swims an open-water mile to raise money!

We sponsor Rocky Mountain Freestyle, part of the United States Ski and Snowboard Association. Watch for Olympic-level mogul athletes growing up on our Colorado slopes!

We have a personal connection with Children’s Hospital of Colorado. They helped save the lives of two of our kids and one grandchild–plus countless others in our community!

Giving bicycles to Africa helps women and children in particular find the clean drinking water, opportunities for work and education they need. Learn more at Bicycles for Humanity Colorado.

Each year, our financial planners teach financial literacy at through Junior Achievement, local schools and at events that are free to the public.

We’re passionate about helping non-profits in Denver make a greater impact in the community through Social Venture Partners.

A & I supports the work of Heidi’s Heroes, a local non-profit that spreads love among childhood cancer heroes and their families through American Girl dolls, Legos, and grocery store certificates.

Some Other Charities Include

A&I Financial Services and our team members contribute their time, talent and resources to a diverse set of community organizations, including:

Rocky Mountain Freestyle
Social Venture Partners
Bicycles for Humanity
Junior Achievement
MDRT Foundation
Girl Scouts of Colorado

Children’s Hospital of Colorado
Pickup Please
Compassion International
Eating Disorder Foundation
World Wildlife fund
American Cancer Society

Dumb Friends League
Aspen Academy
University of Denver
Cherry Creek Academy
A Child’s Touch
The Gathering Place
Northwestern University

Boys and Girls Club of Denver
Northwest Community Health Hospice
Swim Across America
Wounded Warriors
ALS Foundation
Denver Hospice

A&I in the News

We contribute to our community and serve as a resource for a variety of news outlets.

Karl Frank spent a morning last week on 9News taking financial calls from viewers.

Karl recently spent a morning taking financial calls at 9New's call-in program

Karl Frank spent a great morning volunteering for Junior Achievement--Rocky Mountain, Inc. at Pine Ridge Elementary School. Their mission is key to improving young students' understanding of financial literacy and work readiness.

Karl Frank had a fun morning fielding calls for financial advising tips. Community service is at the heart of what we do here at AIWM

Karl Frank fielded Social Security questions from 9News viewers.

MarketWatch article by Cameron

Karl Frank appeared on KUSA's Moneyline 9 call-in show on December 10, 2015.