A&I Wealth Management, LLC

A&I Wealth Management, LLC A team of financial advisors that grow your wealth, protect your hard work and guide you! Call us

A&I Wealth Management is a full-service financial advisory firm based in Lone Tree, CO. Our team of experienced financial advisors is dedicated to providing comprehensive wealth management services to individuals and families. We specialize in financial planning, investment management, retirement planning, tax planning, estate planning, asset management, risk management, and much more. Our goal is

to help our clients achieve their financial goals and secure their financial future. We pride ourselves on our personalized approach and our ability to tailor our services to meet the unique needs of each client. Whether you are a business owner, retiree, or just starting out, A&I Wealth Management can help you achieve your financial goals

Your child may be an adult at 18 but are they prepared for everything that comes with it?Turning 18 is more than a miles...
09/03/2026

Your child may be an adult at 18 but are they prepared for everything that comes with it?

Turning 18 is more than a milestone. It also changes who can access medical information, make financial decisions in an emergency, or help if something unexpected happens.

Before your graduate heads off to college, starts a new job, or begins their next chapter, take a few minutes to review the important legal and financial documents every young adult should have in place.

Our latest blog explains why Healthcare Powers of Attorney, HIPAA authorizations, Financial Powers of Attorney, and basic estate planning are important steps toward adulthood for both your child and your peace of mind.

https://assetsandincome.com/blog/estate-planning-checklist-for-young-adults-turning-18/

College planning is one of the biggest financial decisions your family will ever make. It doesn’t have to derail your re...
09/01/2026

College planning is one of the biggest financial decisions your family will ever make. It doesn’t have to derail your retirement—or your peace of mind.

This carousel shares actionable tips from our recent blog post, including:
• Why 529 plans still work for older kids
• How to structure a 4-year financial plan
• What families often overlook when it comes to aid and affordability

Read the full blog post:
https://assetsandincome.com/blog/paying-for-college-financial-planning-tips/

Launching your children into adulthood isn't just about moving them out of the house—it's about equipping them with the ...
08/31/2026

Launching your children into adulthood isn't just about moving them out of the house—it's about equipping them with the financial tools to stay independent.

We are highlighting a classic resource from our archive library that explores Adulting 101. Learn how to shift your role from a hands-on manager to a trusted advisor, allowing your young adult children to build real-world financial confidence while avoiding the common traps that lead back to the nest.

Read our family launching guide here: https://assetsandincome.com/blog/adulting-101-launching-your-kids/

One small automatic contribution today can make a big difference over the years.Consistency often matters more than timi...
08/28/2026

One small automatic contribution today can make a big difference over the years.

Consistency often matters more than timing. Setting up automatic retirement contributions helps keep your long-term goals moving forward without having to think about it every month.

Learn more about building a retirement strategy that works for you: https://www.assetsandincome.com/

Is life insurance just about protecting your loved ones?For many people, life insurance can play a much bigger role in a...
08/27/2026

Is life insurance just about protecting your loved ones?

For many people, life insurance can play a much bigger role in a financial plan. Depending on your goals, it may help with income protection, retirement planning, estate planning, tax-efficient wealth transfer, and more.

Our white paper, “How to Use Life Insurance for Your Best Advantage,” explores the different types of life insurance, how they work, and the factors to consider when deciding whether they fit into your long-term financial strategy.

Download the white paper to learn how life insurance can be more than a safety net—it can be a valuable planning tool when used appropriately.

https://assetsandincome.com/financial-planning-resources/download-a-white-paper/

Will AI take your job or change the way you work?Artificial intelligence is reshaping the workforce, but the reality is ...
08/26/2026

Will AI take your job or change the way you work?

Artificial intelligence is reshaping the workforce, but the reality is more nuanced than the headlines suggest. Understanding how these changes affect careers, industries, and long-term earning potential is an important part of planning for the future.

In this episode of the Expert Network Team Podcast, the team explores how AI is transforming today’s labor market, what it means for professionals at every stage of their careers, and how to stay adaptable in a rapidly changing world.

🎧 Tune in to Episode 121: AI, Jobs, and the Truth About Today’s Labor Market for an insightful discussion on the future of work.
https://assetsandincome.com/podcast/ai-jobs-and-the-truth-about-todays-labor-market/

Sending your child into adulthood is about more than move-in day. From college savings and insurance to financial indepe...
08/25/2026

Sending your child into adulthood is about more than move-in day. From college savings and insurance to financial independence and your own empty nest, there are important conversations every family should have before the next chapter begins.

Read the full blog for practical tips on preparing both your child and yourself for this transition.

👉 Read the blog here: https://assetsandincome.com/blog/adulting-101-launching-your-kids/

Myth: You can wait until your 30s or 40s to get serious about wealth management. Reality: The dollar you save at age 22 ...
08/24/2026

Myth: You can wait until your 30s or 40s to get serious about wealth management.

Reality: The dollar you save at age 22 is mathematically more powerful than the dollar you save at 35, purely because of time.

When you land your first major corporate role or specialized position, it’s easy to focus solely on the immediate freedom of a growing paycheck. But the most valuable asset you possess right now isn't the salary—it's the timeline.

Our latest educational feature bypasses the generic advice to look at the actual mechanics of building an unshakeable baseline early, from handling student debt to outsmarting lifestyle inflation.

Build your baseline here: https://assetsandincome.com/blog/financial-planning-checklist-young-professionals/

08/21/2026

Your money doesn’t need constant attention to make progress.

One of the biggest advantages of long-term investing is letting time and compounding do the heavy lifting. A well-built financial plan is designed to work for you, even while you’re focused on living your life.

Learn more about our approach to long-term financial planning: https://www.assetsandincome.com/

Experience matters when planning for the future.Meet Peter Lengsfeld, CFP®, a Financial Advisor with more than 20 years ...
08/20/2026

Experience matters when planning for the future.

Meet Peter Lengsfeld, CFP®, a Financial Advisor with more than 20 years of experience helping clients navigate retirement, investments, and comprehensive financial planning.

By combining technical expertise with a personalized approach, Peter helps clients make informed decisions with confidence—today and for the years ahead.

Learn more about Peter and the A&I team: https://assetsandincome.com/about-us/our-team/

Address

9605 Kingston Court, Suite 190
Lone Tree, CO
80112

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when A&I Wealth Management, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to A&I Wealth Management, LLC:

Shortcuts

Share