At the heart of A&I Wealth Management lies Stacey Frank’s commitment to helping families, small businesses, and individuals navigate life’s financial transitions. As a second-generation leader of the Colorado-based firm, Stacey and her husband Karl have continued the legacy of her parents, Art and Inge, who founded A&I in 1986. What began as a small, family-run business has evolved into a dynamic boutique firm that remains deeply rooted in its community and values.
For Stacey, A&I Wealth Management is more than just numbers—it’s about relationships. Guided by a belief in the power of listening, the firm tailors every financial plan to align with its clients’ unique values and dreams. Stacey takes particular pride in helping business owners, executives, and women build financial resilience while fostering wellness and well-being. Life transitions, whether joyous or challenging, are a cornerstone of A&I’s work, as the team helps clients turn uncertainty into opportunity through thoughtful planning and expert guidance.
The firm’s nautical-themed branding, inspired by Stacey’s father’s background as a submariner, mirrors its mission to guide clients through uncharted waters with precision and care. The office’s serene fish tank symbolizes harmony and teamwork, reflecting the collaborative culture both within the firm and in its client relationships. Stacey credits much of A&I’s success to its dedicated team of professionals, spanning generations and perspectives, who embody the values of trust, optimism, and excellence.
Beyond financial planning, Stacey and her team are deeply committed to their community. From hosting mobile blood drives for Children’s Hospital to supporting causes like Bicycles for Humanity and local ski teams, A&I integrates service into its identity. These efforts are not only a testament to the firm’s gratitude but also to its belief in creating a legacy of positive impact.
For Stacey, the most rewarding part of her work is witnessing clients achieve their dreams—whether it’s traveling the world, embracing retirement, or celebrating family milestones.
Want to learn more about the heart and history behind A&I Wealth Management? Watch the full video of our story and discover how we help clients navigate their financial journeys with purpose and passion.
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.