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
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
As parents, watching our children grow up and head off to college is a bittersweet experience. On the one hand, we’re filled with pride at their accomplishments and excited for the adventures that await them. On the other hand, it’s natural to feel a sense of loss and uncertainty as we navigate the transition to...Read More
Let’s begin with Margaret, a retired entrepreneur in her late seventies, who had built a remarkable life with her successful ski store in Aspen. Her mountain estate was a testament to her hard work, but as the years passed and her health declined, she found herself increasingly reliant on her longtime housekeeper, Elena. Elena, initially...Read More
“Some things I hope I never do: clog the checkout line at a drugstore while laboriously counting out 54 pennies in exact change; drive 10 miles an hour in a 35-mph zone; serve my children freezer-burned tuna noodle casserole.” *1 Early retirement would be nice Retirement can be the opportunity of a lifetime to achieve...Read More
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