A&I Financial Services

A Season of Gratitude from A&I Wealth Management of Colorado As Thanksgiving approaches, our team at A&I Wealth Management is reflecting on what matters most—the people we have the privilege to serve. Each year, this season reminds us that true wealth isn’t measured only in numbers, but in the connections, trust, and shared journeys that...Read More

Have you accumulated a significant portion of your net worth in a single company’s stock and wondered, “How do I manage a concentrated equity position without risking my financial future?” If so, you’re not alone. Many individuals—whether through company stock plans, investments, or equity compensation—find themselves holding too much of one stock, and that can...Read More