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.

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

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    • "Is Winning Losing and Losing Winning?" Perhaps it is in the NBA, where the worst teams get first dibs in the player draft. Adam Parker, Morgan Stanley & Co.’s chief US equity strategist, explains how winning by losing applies to investors.

    • "Tax-Free Yields Near Taxable Treasuries" Municipal bonds typically sell with yields below those of comparable-maturity US Treasury bonds because municipal income is taxed by the federal government. Now, a confluence of factors has created a situation in which tax-free bonds are yielding nearly the same as Treasuries.

    Plus, more on global equities, fixed income securities, currencies and commodities.

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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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