A&I Financial Services

Emotions are a powerful force in our lives, often swinging like a pendulum between optimism and despair. When things go well, we celebrate—but with restraint, recognizing the effort that led to success. When things go poorly, however, our reaction can be overwhelming, fueled by surprise and disappointment. This pendulum of emotions is hard-wired into human...Read More

At A&I Wealth Management, we believe wealth isn’t just about numbers—it’s about creating a life that reflects your values, dreams, and aspirations. That’s why we’ve developed the Wealth Wellness Album, a personalized tool designed to bring clarity to your financial picture and help align your finances with your life’s priorities. The Wealth Wellness Album is...Read More

Cybersecurity for individuals is just as important as it is for businesses. With rising risks from phishing, social engineering, and even car hacking, it’s vital to understand practical ways to protect yourself and your family from cyber threats. Here’s a summary of key strategies to safeguard your financial and personal information: 1. Educate and Communicate...Read More

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,...Read More

Karl Frank, CFP® of A&I Wealth Management Honored with Prestigious Eileen Sharkey Award Denver, CO — December 16, 2024 — Karl Frank, CFP® of A&I Wealth Management has been recognized as the recipient of the distinguished Eileen Sharkey Award, an honor that celebrates outstanding contributions to the financial planning profession. The award commemorates the legacy...Read More

At A&I Wealth Management, we believe that success isn’t just about strategies or numbers; it’s about mindset. To truly thrive—whether in business, wealth management, or personal development—adopting an abundant mindset is crucial. It’s a philosophy we’ve embraced and refined, enabling our clients to see and achieve futures they never thought possible. Here’s how you can...Read More

In today’s technology-driven world, businesses face a growing range of cyber risks that can jeopardize their financial assets and operational stability. At A&I Wealth Management, we understand that safeguarding your financial future means addressing not just investment strategies, but also the vulnerabilities that come with modern business practices. Let’s explore the critical steps every business...Read More

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...Read More

Let’s face it. The world is now hyper-connected making it easier to forget that our personal information is constantly at risk. Every time we use a credit card, browse the internet, or even post on social media, we leave a digital trail that cybercriminals can exploit. A recent seminar, led by cybersecurity expert Chad Swats,...Read More

Cybercriminals are becoming increasingly sophisticated in their methods to steal sensitive information, and the investment world remains a prime target. Two prevalent scams that we, at A&I Wealth Management, unfortunately see investors targeted with are phishing and spoofing. These scams can have devastating consequences, leading to significant financial losses and identity theft if you’re not...Read More