Wealth Management Services

A wealth management process built around your unique values, goals and relationships

Wealth Management

Our team of wealth advisors works with a small number of successful families and businesses. Our personal wealth management approach helps you grow and protect your wealth, invest in alignment with your values and go tax free! Founded in 1986, A&I Financial Services is second generation, family-owned business headquartered in Englewood, Colorado, just south of Denver.

Services We Provide

Financial Planning

Financial Planning

Long-term, real-life success begins with a plan. A comprehensive financial plan delivers calm confidence for all aspects of your financial life. A good financial plan includes…click to learn more.

Couple on yacht

Retirement Income Planning

Learn how to get a steady income in retirement, with regular pay raises keeping pace with inflation. Retirement income planning is more than a math question…

Investment Advice

We follow a goal-based investing process, meaning that we align the investments with your goals, values, relationships, interests, and other things that are most important to you. Click to learn more.

Medicare planning

Insurance and Risk Management

We help put together plans that buy the right amount of insurance, not too much or too little. And we educate our clients about the pros and cons. Click to learn more.

Tax and Estate Planning Advice

Tax and Estate Planning

Our team creates what we call an advanced financial plan for our clients. An advanced financial plan delivers at least four benefits…click to learn more.

life financial transitions

Life Transitions Planning

Life transitions often come hand-in-hand with a sudden change in finances. Our processes improve outcomes.

Congratulations Young Business Owner

Business Succession Planning

Transfer your business to a third party or to insiders they way you want and for the price you want.

Values-based Investments

Many investors want to “do well and do good” by investing in companies that share their values. Click to learn more.

Annuity considerations

Annuities of all kinds

Considering an annuity? Heard mixed reviews? Can someone explain how it works? Learn some pros and cons about annuities.

Wealth Transfer

Wealth Transfer Planning

Money enables us to achieve our best selves when we align it with the people, values and goals that are meaningful. Learn more…

Client Experience

Our wealth management approach may be different from the experiences you have had with other advisors. We devote time to a discovery process that helps us to understand your values, goals, and relationships.

Our Process Our Promise

Our Process, Our Promise

We are fiduciaries. In other words, we pledge to put your interests first. We promise that no one has a greater interest in your family’s success than our team. If there is a conflict of interest, we’ll tell you what it is.

Colorado family business

Founded in 1986

A&I Financial Services is second generation, family-owned business headquartered in Lone Tree, Colorado, just south of Denver.

Our Little Story

How can we help?

Chat in-person during regular business hours or fill out the form!

    Talk with an Expert

    Our wealth management approach may be different from experiences you have had with other advisors.

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    Attend an upcoming event

    We offer a broad array of events that broaden our knowledge and experiences.

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    Recent Blog Post

    Read the Periscope blog to learn our thinking about today’s investments, current events and economic commentary.

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