A & I Wealth Management - Our Story

In this video, we introduce A&I Wealth Management, a family-founded firm dedicated to transforming your hard-earned assets into a lifetime of income. Our story begins in 1986 with Art and Inga, who built the foundation of A&I. Today, the next generation continues to lead the charge with a deep commitment to financial planning and a focus on helping clients achieve their dreams.
We’re not just about numbers - we’re about creating legacies. Inspired by our founders' adventurous spirit and love for the ocean, we aim to bring that same sense of freedom and possibility to our clients. At A&I, we act as your personal CFO, guiding you toward a lifestyle that balances comfort, pride, and security.
Community involvement is at the heart of our mission. From organizing blood drives for Children's Hospital to supporting local charities, we believe in giving back and fostering growth for the next generation.
Ready to start your journey? Visit us at assetsandincome.com or call 303-690-5070 to learn how we can help you plan for a brighter future.
Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.