A&I Wealth Management Employee Directory
Financial ServicesColorado, United States11-50 Employees
A&I Wealth Management, operating as a registered investment adviser under A&I Financial Services LLC, is a financial services firm headquartered in the Denver area of Colorado. Founded in 1986, the firm emphasizes a selective client approach, aiming to make a meaningful impact for individuals and families by assisting them with asset optimization and income strategies. The organization presents itself as serving clients who appreciate tailored financial guidance within the regulatory framework for investment advisers. Recent activity noted in public sources includes strategic investments and office expansion, reflecting ongoing growth and geographic presence in Colorado. The firm positions itself within the broader wealth management industry by providing investment advisory services in jurisdictions where properly registered, while acknowledging the inherent risks and variability of investment outcomes.
1-888-653-2347 
support@leadiq.com 
