The Barkmeier Group - Morgan Stanley Team - Boulder, CO
Morgan Stanley
The Barkmeier Group
at Morgan Stanley
Consulting Group
1800 Broadway
Suite 120
Boulder, CO 80302
tel: (720) 562-6200
toll-free: (800) 787-5218 
fax: (303) 939-9007

The Barkmeier Group at Morgan Stanley provides advanced Financial Planning and Wealth Management for Individuals, Families and Small Business Owners.

The Barkmeier Group helps clients plan for the transition from earning a high income to providing a comfortable and secure retirement.  The Barkmeier Group works with their clients’ legal and accounting advisors to craft an overall plan of action that incorporates financial, tax, estate, investment, cash flow, retirement and legacy planning.  This spirit of teamwork provides the highest possible level of counsel.

Our team is uniquely qualified to help you achieve your dreams and goals while simplifying your life:

Intellectual Capital

Our team has both the education and experience which provide the foundation for ideas, analysis and action steps necessary to navigate complex markets and advanced planning. Our Senior Partners have over 60 combined years of financial experience.

We have advanced degrees, titles and designations that include; One Certified Financial Planner (CFP), and one  Certified Investment Management Analysts (CIMA).  

Process and Tools

We use an institutional process for Wealth management that emulates those used by successful University Endowment Funds.  We utilize powerful software tools for financial and estate planning as well as for wealth management. For our clients that require income from their portfolios, we use an institutional cash flow immunization process to ensure that all cash flow needs are met and the portfolio retains it’s purchasing power over the long run.

Morgan Stanley

Our firm is the largest wealth management firm in the world. This gives you access to tremendous resources such as Capital Markets, Consulting Services, Alternative Investments, Research, The Global Investment Committee and the Economies of Scale of our Fixed Income desks.

The members of The Barkmeier Group and our extended team look forward to the opportunity to listen to you, to understand your dreams, goals and concerns.  Whether you simply want a second opinion on your current course of action or you would like a fully developed plan and set of action steps – we can help. The average person works 90,000 hours in their lifetime. Grow and protect that investment by putting the resources of The Barkmeier Group of Morgan Stanley to work for you, your business and your family.

Bulletin Board
  • The highest compliment I can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.

  • See August On the Markets from the Global Investment Committee featuring

    • "What Lies Beneath" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says the US stock market’s “weak breadth” has many market pundits worried about the next big downturn. Wilson explains that this condition can last for years as the overall market rises at a slower pace, making it imperative to look at what lies beneath the surface in order to make money consistently.

    • "The Dragon and the Elephant" China and India attract investors because together they account for nearly 40% of the world’s population. To invest in China, investors need to be selective; in India, they need to be patient. Sachin Manchanda and Katy Zhao, equity strategists at Morgan Stanley Wealth Management, explain it all.

    • "Why Gold Remains Stuck in a Bear Market" With the Federal Reserve and other central banks working to create inflation, why is gold, a traditional inflation hedge, trading near its five-year low? Lisa Shalett, head of investment and portfolio strategies for Morgan Stanley Wealth Management, says it has to do with a slump in commodities overall—and anticipation of a Fed rate hike later this year.

    Plus, look for more on equities and bonds, and a question-and-answer session with a veteran investment strategist who is an expert on China.

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: Any profiles and associated content are for U.S. residents only.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

pp:7953 mp: 2796