I learned the hard way to keep “love” decisions separate from money decisions.  My advisor became one of my biggest advocates, and now I’m on the right track.

Divorce impacts every aspect of life, ranging from parenting to living to financial arrangements. The journey involves establishing your financial independence from your spouse. We can help you navigate your new financial life as you plan and complete the divorce process. Let us help you gain clarity about your finances and emerge with confidence for the next phase of your life.

You Are Not Alone

Over Age 50
Will Divorce
  • 2x people aged 50 and older, the divorce rate today vs 20 years
  • 25% of those who divorce are over 50.
  • 40% to 50% percent of married couples in the United States divorce, and the Divorce rates for subsequent marriages is even higher.

Client Stories

Client stories included on this website reflect hypothetical client situations that represent
those commonly encountered by AIWM representatives, they do not reflect actual client relationships.

After her divorce, Michelle was ready for a change. Michelle wanted a female advisor she could talk to. She was smart, independent and successful. However, she didn’t feel confident making complicated financial decisions. She felt like she needed someone who could take the time to explain things, without pressure or conflicts of interest. We:

Completed a discovery meeting and found she had new passions and interests for life
Simplified and consolidated her investments
Created a one-page financial plan, relieving much of Michelle’s worry
Agreed to a custom communication plan, just right for Michelle
Helped her with her mother’s financial situation
Advised her on other life issues, including keeping her finances safe
Deliver ongoing investment management advice

Michelle says, “I need someone to talk to about financial issues. Who else do I have? My advisor at A&I is a huge help, and a good friend!” Although the divorce was expensive, it is past. Her financial advisor gives Michelle confidence that her future is bright.

Services We Provide

Covered in these areas

Investment Advice

Patented investment process, including ESG investing: environmental, social and governance considerations.

Tax planning

Financial Planning

Align your money with your values, goals and relationships and bring peace of mind.

Couple on yacht

Retirement Income Planning

Be confident and keep your independence, dignity and lifestyle for the rest of your life.

Charitable Planning

Charitable Planning

Make an impact beyond your family, helping our community and the world at large.

Understanding Restricted Stock Units RSUs

Concentrated Wealth

Expertise for concentrated equity positions, reducing taxes and other costs.

Life planning

College and education planning, long-term care planning, buying real estate, and help with the emotional dimensions of money.

Women's Wealth Wellness

Women’s Wealth & Wellness

Stacey Frank, Vice President, and our team of advisors help women understand their finances and create holistic plans for their future.

Let’s Talk

An initial conversation is always complimentary. We are often told that our discovery process is the best conversation about money a person has ever had.

Contact Us

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More information about life transitions

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How can we help?

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