Help Center
At A&I Wealth Management, every decision, every conversation, and every plan starts with one goal: helping people create meaningful lives and retirements they can be proud of. Our story is one of evolution, collaboration, and purpose—a story that began decades ago with a vision and continues to grow stronger every day.
The Beginning of Something Special
It all started in 1986, when Inge and Art founded A&I Wealth Management with the belief that financial planning is about more than numbers—it’s about people. Over time, the firm grew in reputation and impact. In the early 2000’s their daughter Stacey and her husband Karl Frank joined the firm. Stacey and Karl had embraced the mission full-time, bringing both of their passions for helping others achieve their dreams to the forefront of the business. In 2009, they took over the helm of the organization.
Stories at the Heart of Planning
For us, money isn’t just a means to an end; it’s an enabler of life’s most memorable moments. Whether it’s a bucket-list adventure or simply peace of mind for the future, financial planning helps bring stories to life. That’s why we emphasize experiences, encouraging our clients to share theirs. In our office, you’ll find a world map dotted with pins representing the places our clients have visited, a visual reminder of the stories we’ve helped make possible.
A Nautical Theme, Inspired by Leadership
Step into our office, and you’ll notice something unique: a nautical theme that symbolizes teamwork and the constant pursuit of learning. This inspiration comes from the military background of one of our founders, and it reminds us every day that financial planning is a journey we take alongside our clients.
A Team as Diverse as Our Clients
We’re proud to have a team spanning generations—from our twenties to our seventies—bringing a rich variety of perspectives to our work. This diversity enhances how we care for clients and prepares us to address the needs of every stage of life. Be sure to check out the About Our Team page to meet the amazing people who support A&I Wealth Management and our clients everyday.
Building Tomorrow’s Leaders
Investing in the future is more than a financial concept for us; it’s how we run our firm. Our unique training program challenges employees to earn “turtles” and “dolphins” as they grow their expertise and advance their careers. Through a three-year residency program, we mentor young professionals on their journey to becoming Certified Financial Planning professionals, cultivating the next generation of industry leaders.
Long-Term Relationships Built on Trust
Our clients are more than numbers; they’re partners in a long-term relationship. Trust and personalized care are cornerstones of everything we do, whether we’re helping someone prepare for retirement, navigate assisted living options, or plan end-of-life arrangements. Specifically, the clients we serve are high-net worth families interested in passing on generational wealth, business owners and executives, individuals/families in transitions, and women interested in sound financial planning strategies.
Community, Sustainability, and Innovation
Beyond the office, A&I Wealth Management is deeply involved in our community. From hosting blood drives to providing pro bono financial planning, giving back is at the core of who we are. We’re also committed to sustainability, with efforts like coral harvesting for our office fish tank reflecting our respect for the environment.
Safety and Security in a Digital Age
We employ cybersecurity practices to keep our clients’ money safe, combining innovation with a personalized touch. Our five-meeting process for onboarding ensures every client feels confident and cared for from the very first discovery meeting.
Accessible Resources for Every Journey
Our website, assetsandincome.com, is a hub of resources designed to empower and educate. From blog posts and newsletters to videos, podcasts, and white papers, we offer tools to help clients make informed decisions and stay inspired.
A Vision for the Future
Karl Frank and the team at A&I Wealth Management are committed to building not just wealth, but legacies. By offering equity ownership opportunities and creating a culture of mentorship, we’re ensuring the firm’s mission endures for generations to come.
As we look back on our journey, we’re proud of how far we’ve come and even more excited for what lies ahead. To our clients, network partners, and prospective clients: thank you for being part of our story. Let’s continue writing it together!
Disclaimer: The information provided in this blog post is for general informational purposes only and should not be construed as financial or legal advice. Please consult with a qualified professional for advice regarding your specific situation.
DISCLOSURE: Client stories included in this blog reflect hypothetical client situations that represent those commonly encountered by AIWM representatives.
