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

Employee Spotlight: Marla Mason, CFP®At A&I Wealth Management, we’re proud to recognize Marla Mason for the experience, ...
06/04/2026

Employee Spotlight: Marla Mason, CFP®

At A&I Wealth Management, we’re proud to recognize Marla Mason for the experience, perspective, and care she brings to the clients and families she serves. From leading technical teams in telecommunications to owning a hospitality business in New England, Marla’s diverse background helps her guide clients through financial planning, retirement strategies, and investment decisions with confidence and clarity.

Marla has been part of the A&I team since 2017. Learn more about Marla and our team on our website.

https://assetsandincome.com/our-team/marla-mason/

Join us for the first A&I Think Tank Book Club as we discuss "The Art of Spending Money: Simple Choices for a Richer Lif...
06/03/2026

Join us for the first A&I Think Tank Book Club as we discuss "The Art of Spending Money: Simple Choices for a Richer Life" by Morgan Housel. Together, we’ll explore the relationship between money, decision-making, and what it truly means to build a rich life. Whether you’ve read the book cover to cover or are simply interested in the conversation, we’d love to have you join us. Learn more and register on our website.

https://assetsandincome.com/events/think-tank-ai-book-club-the-art-of-spending-money/

Q1 reminded investors how quickly headlines can create uncertainty.In this quarterly update, Karl Frank breaks down what...
06/02/2026

Q1 reminded investors how quickly headlines can create uncertainty.

In this quarterly update, Karl Frank breaks down what actually happened in the markets, how inflation and interest rates are shifting, and why long-term fundamentals still matter despite short-term volatility.

From geopolitical conflict to market resilience, this update provides perspective on what investors should be watching moving forward.

Join us every quarter for updates, insights, and conversations designed to help you stay informed and focused on the bigger picture.

https://youtu.be/dTZXRxHY_dE

Does your financial plan reflect what you actually value, or is it just a collection of numbers and accounts? Often, we ...
06/01/2026

Does your financial plan reflect what you actually value, or is it just a collection of numbers and accounts? Often, we find that while people have clear personal values, their money is moving in a different direction.

In our latest blog, we share the story of "Jane and John," a couple who used a values-based "Rediscovery Meeting" to pivot their strategy. By identifying what mattered most—family relationships and specific causes—they were able to stop guessing and start planning with purpose. From reinvesting in alignment with their beliefs to finding a way to support their children without risking their own retirement, their story is a roadmap for anyone looking to bridge the gap between their assets and their ideals.

Read the full story here: https://assetsandincome.com/blog/aligning-finances-with-values-goals-and-relationships/

Money decisions aren’t just numbers—they’re deeply tied to emotions, behaviors, and relationships. Research in financial...
05/27/2026

Money decisions aren’t just numbers—they’re deeply tied to emotions, behaviors, and relationships. Research in financial therapy shows that understanding the “why” behind financial habits can improve both financial stability and overall wellbeing. If you want a deeper look at how psychology and money intersect, this article is a must-read...

https://openjournals.libs.uga.edu/fsr/article/view/4307/3937

Most people don’t realize this…how you give matters just as much as why you give.Charitable strategies can create tax be...
05/26/2026

Most people don’t realize this…
how you give matters just as much as why you give.

Charitable strategies can create tax benefits, long-term impact, or immediate change but without clarity, it’s easy to miss what actually matters to you.

The real conversation isn’t about tactics.
It’s about intention, values, and the kind of impact you want to make.

This episode breaks down how to think about giving in a more meaningful, strategic way.

🎧 https://expertnetworkteam.simplecast.com/episodes/charity-with-purpose

When a loved one leaves behind an IRA, they aren’t just passing on an account; they are passing on the result of years o...
05/25/2026

When a loved one leaves behind an IRA, they aren’t just passing on an account; they are passing on the result of years of discipline and planning. However, transitioning these assets from one generation to the next involves specific IRS requirements that can be complex to navigate, especially during an already difficult time.

Because the landscape of inherited wealth has shifted in recent years, understanding the "10-year rule" and the distinct tax implications of Traditional versus Roth accounts is essential to honoring that legacy. We’ve maintained a guide on our blog that walks through the technical steps of inheriting an IRA, helping you move from uncertainty toward a clear, actionable strategy.

If you are currently managing a transition or planning for the future, this resource offers a framework for the road ahead.

https://assetsandincome.com/blog/what-happens-when-someone-inherits-an-ira/

Today we honor and remember.
05/25/2026

Today we honor and remember.

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

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