A&I Wealth Management > Financial Advisor Lonetree CO

WEALTH MANAGEMENT FOR HNI'S IN LONE TREE, CO

With A&I Wealth Management in Lonetree CO

A&I Wealth Management is your premier destination for exclusive wealth management services tailored specifically for High-Net-Worth Individuals (HNIs) like you in Lone Tree, CO. We recognize the unique financial challenges and aspirations of high-net-worth clients. Our dedicated team of financial experts is committed to providing sophisticated and personalized solutions designed to optimize and safeguard your wealth.

I. Tailored Financial Strategies for HNIs

We understand that HNIs require financial strategies that go beyond the ordinary. Our experts work closely with each client to develop tailored financial strategies that align with their unique financial objectives, whether it’s capital preservation, wealth growth, or income generation.

II. Comprehensive Investment Management

Our investment management services are designed to meet the sophisticated needs of HNIs. From strategic asset allocation to alternative investments, we carefully curate portfolios that optimize risk-adjusted returns and align with the individual investment goals of our high-net-worth clients.

III. Holistic Retirement Planning

Retirement planning for HNIs is a nuanced process that goes beyond mere financial security. We as wealth managers take a holistic approach to retirement planning, considering lifestyle aspirations, investment strategies, and estate planning to create a customized roadmap for a seamless transition into retirement.

IV. Estate Planning and Wealth Preservation

Preserving substantial wealth requires meticulous planning. Our estate planning services cater to the unique needs of HNIs, ensuring that assets are protected, legacies are preserved, and wealth is transferred according to individual wishes. We specialize in sophisticated tax planning and structuring trusts to optimize wealth transfer.

V. Business Succession Planning

For HNIs who are business owners, we offer specialized business succession planning services. Our experts work closely with business owners to develop seamless transition strategies, ensuring the continuity and success of their enterprises while safeguarding personal wealth.

VI. Exclusive Client Services

HNIs deserve a level of service that reflects their unique status and expectations. Our exclusive client services ensure that you receive personalized attention and responsiveness. Your dedicated relationship manager is committed to meeting your needs promptly and professionally.

Our Certified Financial Planner® professionals Lone Tree 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.

Karl and Stacey FrankOur team has more than 100 years of combined experience. Our partners are Colorado natives. We have financial advisors raising their family right here in Lone Tree CO.  

Why Choose Us

Our Core Values

What We Believe

Learn more about our story.

Awards Won
& Community Recognition

A&I Financial Advisors have received recognition over the years for their contributions to the profession and to our community.

Complete Wealth Management
Under One Roof

Transforming conversations about money begin with a discovery meeting. Click to learn more!

Put Lone Tree's Financial Services Firm to Work for You

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 and wealth managers, we are able to select the financial partners, products and service providers that will best position our clients for success. We serve a small number of successful families and business owners in Lone Tree, Colorado and throughout the state. We provide Wealth Management, Financial Planning and Investment Advice.

Clients choose us for our in-depth knowledge, experience, unique investment process. As fiduciaries, we pledge to put your interests first.

Our Work Flow & Process

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 use clear language and explain your options without sales pressure, allowing you to feel confident in your financial plans.

About Lone Tree, Colorado

The City of Lone Tree is a home rule municipality located in northern Douglas County, Colorado, United States.

Lone Tree was officially incorporated on August 14, 1981. The motivation for incorporation was the need for more local control of the increasingly urban nature of this suburban community.

Points of interest in Lone Tree, CO : Bluffs Regional Park, Lone Tree Arts Center, and the Willow Creek Trail. The City of Lone Tree is a home rule municipality located in northern Douglas County, Colorado, United States. The city is located south-southeast of Denver and sits at the foot of the Front Range. Lone Tree is part of two counties (Denver and Douglas) and six cities (Aurora, Parker, Castle Rock, Larkspur, Franktown and Elizabeth).

Lone Tree was officially incorporated on August 14, 1981. The motivation for incorporation was the need for more local control of the increasingly urban nature of this suburban community.

The financial planning process at A&I Financial Services begins with our Discovery Meeting. We often hear this is the best conversation about money a person has ever had.

We deliver as many as three meetings free of charge as we get to know what is important to you, including your values, goals and relationships. Then, we begin the process of advanced financial planning. Click here to learn more.

Financial Advisors Lone Tree Colorado

Judson Cass

CFP®, AIF®, AAMS

Chad Harmon

Partner / Financial Advisor

David Stevens

CPA/PFS®, CFP®

Who We Serve

Need Help ?

Please feel free to contact us. We will get back to you with 1-2 business days. Or just call us now

+1-303-690-5070

Speak to Financial Advisor

Talk with an Expert

Our wealth management approach may be different from experiences you have had with other advisors.

Contact Us

Attend an upcoming event

We offer a broad array of events that broaden our knowledge and experiences.

View All Events

Recent Blog Post

Read this Periscope to learn what today’s politics might mean for our investments and also to get the short, (and long if you like), version of our investment and economic commentary.

Read More

How much does it cost to talk to a financial advisor?

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 Denver, 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 0.3% 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
management (AUM).

How do you know if a financial advisor is legit?

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:
https://www.finra.org/
https://brokercheck.finra.org/

What is the difference between fee-based financial advisor & commission- based?

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
products.