A&I Wealth Management is a second-generation, Colorado-owned and operated financial advisory firm founded in 1986. Based in the Denver area, the independent firm serves families, business owners, executives, and people navigating major life transitions. Its advisors work with clients to create financial plans and investment strategies tailored to their goals, values, and relationships, with an emphasis on helping them grow and protect wealth across generations.

Services include financial and investment advice, retirement and income planning, portfolio management, 401(k) guidance, and strategies for concentrated stock positions. The firm also supports business succession and exit planning, real estate and wealth transfer planning, tax optimization, estate and trust planning, charitable giving, and insurance and risk management. Additional guidance covers college costs, Social Security, long-term care, Medicare, and healthcare expenses.

A&I describes its approach as experienced and down-to-earth, and aims to educate and empower clients and the wider community. It offers articles, videos, podcasts, events, and other financial planning resources.