A&I Wealth Management Employee Directory

Financial ServicesUnited States11-50 Employees

Headquartered in Denver, Colorado, A&I Wealth Management, a dba of A&I Financial Services LLC was founded in 1986. Our team of advisors has a long history of helping our clients optimize their assets and income. We work with a select number of clients for whom we can make a significant impact.

This page is a publication of A&I Wealth Management, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration
requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.

The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracyand it should not be regarded as a complete analysis of any topics discussed. All investments and investment strategies have the potential for profit or loss. A professional adviser should be consulted
before making any investment decisions. All expressions of opinion reflect the judgment of the authors as of the date of the post and are subject to change. We are not responsible for comments made by third parties. Content should not be viewed as an offer to buy or sell any of the securities mentioned, as personalized financial advice, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed a specific benchmark.

Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to posts.

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