Our Wealth Management Approach
Our wealth management approach may be different from experiences you have had with other advisors. We devote time to a discovery process that helps us understand your values, goals, and relationships. We design an investment plan and recommendations based on your unique needs.
Our clients receive the added value of our expert network. Our team of specialists, including CPAs, estate-planning attorneys, and insurance professionals will review your situation and make suggestions. The plan is a comprehensive evaluation of your wealth transfer and protection, charitable giving needs, and it provides recommendations for moving forward. As part of our regular progress meetings, we will set priorities based on your goals, implement plans, and report progress to you—putting you in the driver's seat. Read more about our financial planning process.
Investment Advice and Financial Planning
Weekly Investment Newsletter
Our weekly e-mail newsletter, the Periscope, offers timely insight and commentary on a range of investment-related topics. Also available as a blog!
Investment Review Meetings
Our advisors offer in-person investment reviews meetings to discuss your investment plan, review progress towards goals, and make adjustments as needed.
Advanced Planning Meetings
Our advisors will bring the recommendations of their expert team to you and plan the next steps.
Timely Answers to Questions
We are here for you, and we want to hear from you! We frequently reach out to our clients via phone and e-mail. A member of our advisory team is on call during business hours to provide timely answers your questions.
We offer a host of client events designed to educate, entertain, and inspire. Here is a sampling:
Lunch & Learn Events
We offer lunch and speakers on topics ranging from identity theft to fitness tips from a triathlon coach. Prior topics include solar energy, personal safety, and time management. Popular noon-hour events include an annual visit from Tagawa Gardens and a workshop on how to maximize Social Security benefits. And, of course, lunch is on us!
We hold "Meet-the-Expert" lunches at restaurants throughout the metro area featuring our investment partners. Speakers include professors from local universities. For instance, one of the most popular speakers is Dr. Tom Howard, a recently retired professor from the University of Denver Riemann School of Finance. Topics include alternative investments, rising interest rates, equity investing, and understanding the power of dividends.
The annual holiday party, golf outings, a barbecue, and other events are among the diverse ways we connect our clients to each other. We build relationships and know the values, goals, relationships, and interests of our A&I extended family.