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
Welcome

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

    • "Transition Time" The Federal Reserve has continually told investors that they would be very patient and slow to raise short-term interest rates. Now, strong employment data has raised the possibility of sooner-than-expected rate hikes, says Mike Wilson, chief investment officer of Morgan Stanley Wealth Management, and markets could continue to be volatile until they have fully recalibrated to an accelerated timetable.

    • "Fishing for Stocks in the Market’s Midstream" The cheapest stocks in the S&P 500—those with the lowest price/earnings ratios—are not necessarily the best stocks to own at this point in the market cycle. The better investments appear to be closer to the market averages.

    • "Keep an Opportunistic Eye on Mexico and India" Emerging market equities have performed well so far this year, but the Global Investment Committee is underweight in the asset class for a number of reasons, including rich valuations and a vulnerability to rising US interest rates. That said, Mexico and India stand apart. Political change and economic reforms could make them future stars.

    Plus, look for more on economics, fixed income investments and real estate.

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: http://www.morganstanley.com/disclaimers/mssbemail.html. 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. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  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