We are a Englewood CO-based financial planners dedicated to growing and protecting your wealth. We work with clients to create tailor-made retirement, investment, life transition and insurance plans. To us, financial planning and advice is more than just the numbers: it is the people and dreams behind the figures that matter the most. We believe in developing strong, long-term relationships with our clients.
Our Certified Financial Planner® professionals in Englewood, CO can help you gain peace of mind and achieve your life dreams, whether it is a worry-free retirement, running a business, sending children to college, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause. We help individuals, families and business owners meet their financial goals.
Our 5-step approach simplifies and enhances our clients’ lives and helps them achieve their dreams. We work with a small number of successful families and business owners to help them to grow and protect their investments and go tax free!
For High Net Worth Individuals (HNIs) in Englewood, CO: As a High Net Worth Individual, your financial landscape demands precision and sophistication. A&I Wealth Management offers exclusive wealth management services tailored to optimize and protect your assets. From personalized investment strategies to tax-efficient planning, our team is dedicated to elevating your financial well-being.
Family-Centric Wealth Planning in Englewood, CO: Preserving and growing family wealth requires a unique set of strategies. Our family-centric wealth planning services are designed to address the multifaceted financial goals of affluent families. From legacy planning to intergenerational wealth transfer, we prioritize the longevity and prosperity of your family’s financial legacy.
Strategic Financial Solutions for Business Owners and Executives in Englewood, CO: Business owners and executives face a myriad of financial challenges and opportunities. A&I Wealth Management provides strategic financial solutions that align with the dynamic nature of running successful enterprises. From executive compensation planning to business succession strategies, our expertise empowers you to navigate your financial journey with confidence.
Our team has more than 100 years of combined experience. Our partners are Colorado natives. Two of the partners are raising their family right here in Englewood.
Learn more about our story.
Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, we can help you make the right decisions about your wealth, and help you build the future you desire.
If you are looking for a financial consultant or Investment advisor in Englewood CO that will simplify and enhance your life, please schedule a call with one of our Independent & Certified Financial Planner in Englewood.
Clients have counted on A&I Wealth Management to navigate financial decisions for over 30 years. We are a second-generation, Colorado-owned and operated firm. As an independent Financial Advisors & Wealth managers, we are free to select the financial partners, products and service providers that will best position our clients for success. We have had pleasure in serving small number of successful families and business owners in Englewood CO. Grow & Protect Your Wealth – We provide Wealth Management, Financial Planning & Investment Advice. Our knowledgeable and passionate financial advisors specialize in Long Term Care Planning, Retirement Planning, Insurance, Investment Planning, Estate Planning, Wealth Transfer planning, Real Estate Investments planning & more.
Clients choose us for our in-depth knowledge, experience, unique investment process and for the fact that we are Fiduciaries. We pledge to put your interests first.
First, we listen. Our 5-step process starts with a discovery meeting, not more than 80 minutes in length. We learn about your goals, values, relationships and your most important financial wants and needs. We devote time to understanding who you are and what is important to you and your family. Our clients often tell us we lead the best conversation about money they have had. We are fiduciaries. In other words, we pledge to put your interests first. We promise that no one has a greater interest in your family’s success than our team. If there is a conflict of interest, we’ll tell you what it is. We use clear language and explain your options without sales pressure, allowing you to feel confident in your financial plans.
The City of Englewood is a Home Rule Municipality located in Arapahoe County, Colorado, United States. Incorporated in 1903, Englewood is a full-service city where residents and businesses benefit from major transportation corridors and a central location. The city is known for its small-town charm and its proximity to a major metropolitan area. There’s plenty to do in and near Englewood for families like visiting Pirates Cove Water Park or scale the towering walls at Earth Treks Climbing Gym. The city sits adjacent to Cherry Creek Reservoir, where visitors enjoy swimming, sailing, boating and water skiing. Englewood is also home to a well-designed recreation center, a skateboard park and several athletic fields. North central Colorado at the base of the Rocky Mountain Front Range. Compared to the rest of the country, Englewood’s cost of living is 23.1% higher than the U.S. average. Englewood’s population is 33,155 people. Since 2010, it has had a population growth of 9.3%. Englewood is located in the South Platte River Valley east of the Front Range. Downtown is located immediately east of the confluence of Little Dry Creek and the South Platte River, between Santa Fe Drive and Broadway. Englewood is the 4th most populous city in Arapahoe County and, in 2000, was the 20th most populous city in Colorado.
At A&I an initial conversation with one of our certified financial planning experts is always free of
charge. Talk with a financial advisor in Englewood, CO to discover how we can help you in managing your wealth more
efficiently. An initial conversation is always complimentary. For ongoing advice, like most financial
advisors, we charge based on how much money we manage for you. That fee can range from 0.5% to
1.5% per year. The more money under management, the lower the fee. Some financial advisors even
charge a flat hourly or annual fee instead. We at A&I follow a fee structure based on Assets under
You can visit the Securities and Exchange Commission (SEC) website directly or the FINRA
BrokerCheck program. Additionally, you may visit your state securities regulator website. Every financial
advisor is required to hyperlink to FINRA BrokerCheck or file a registration with the SEC.
A&I Wealth Management is a legal organization registered with the Securities and Exchange
Commission. You can find us here:
A fee-compensated advisor collects a pre-stated fee for their services. That can be a flat retainer or an
hourly rate for investment advice. If the advisor actively buys and sells investments for your account, the
fee is likely to be a percentage for assets under management (AUM).
It is important to note that the income earned by fee-based advisors is earned largely by fees paid by a
client. However, a small percentage of the revenue can be earned through commissions from selling
products of brokerage firms, mutual fund companies, or insurance companies.
In contrast, a commission-based advisor’s income is earned entirely on the products they sell or the
accounts that are opened. Products for commission-based advisors include financial instruments, such
as insurance packages and mutual funds. Many commission-based advisors are not fiduciaries.
In brief, fee-based advisors usually charge their clients a flat rate, while commission-based advisors are
not paid by clients but are compensated by commissions earned from financial transactions and