Sharon
Gaspar
A & I Wealth Management
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About this Advisor
Sharon Gaspar is a financial advisor based in Englewood, Colorado, working with A & I Wealth Management. Sharon has previously held positions at A & I Financial Services LLC, Geneos Wealth Management, Frontier Wealth Management, and A & I Wealth Management. Sharon has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Sharon is part of A & I Wealth Management, which operates out of Englewood, Colorado. The firm has 13 employees and manages assets totaling $412.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at A & I Wealth Management includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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A & I Wealth Management Brokerage Details
$412,095,862
13
1,783
$231,125
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Sharon Gaspar Work History
A&I Wealth Management
Geneos Wealth Management
A & I Financial Services LLC
Geneos Wealth Management
Frontier Wealth Management
Disclosures
Please visit the SEC profile of Sharon Gaspar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at A & I Wealth Management
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
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