Values and Principles - A&I Wealth Management

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Our core values help us set priorities, resolve ethical dilemmas, act in our clients’ good faith, and provide a consistently exceptional experience for everyone we meet.

Important

We do important work. It is necessary and good. Our work is the mark we leave on the world.

Fiduciaries

We put our clients’ interests ahead of our own.

Trust

Like a family, our clients trust us, and we trust our clients.

Improvement

We commit to improvement—in our knowledge, in our capabilities, in our clients’ well-being, and in the way we conduct business.

Optimism

We are optimists! We can do it! Our clients invest in this spirit.

High standards

We have only one standard—our very best. With every meeting, every interaction, every decision, we give it our all or we don’t do it at all.

Prepared

We are prepared, on time, and excellent. We do what we say we are going to do. We can only volunteer ourselves.

Prompt

Communicating with our clients is the most important way we can use our time.

Consistent

We are 100% confident that everyone on our team can provide any person we meet with an AIWM experience that is second-to-none.

Courteous

We act with dignity and courtesy to clients, team members, and all of our business partners.

Successful

Our financial success enables us to serve our clients.

Grateful

We operate with a spirit of gratitude.

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This may be the most important conversation about money you ever have.

Karl FrankCFP Practitioner and A&I President

Who we serve

Women’s Wealth and Wellness
Women have unique financial needs in different life stages, from accumulating wealth to retiring, to widowhood.
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Life Transitions
We understand life transitions often come hand-in-hand with a sudden change in finances.
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Business Owners and Executives
Small business owners, we speak your language! We help you maximize your financial return, minimize your tax liability, plan for your exit from the business, and mitigate risk. Our exclusive process and team of experts simplify your life and let you sleep soundly.
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Families
Long-term, real-life financial success begins with a plan. Our advisors can help you chart a legacy measured by generations of success. Our clients benefit from an expert team of professionals.
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