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The Jones Barberis Group

Private Wealth Advisors

370 17TH STREET, SUITE 5500

DENVER, CO 80202

303.446.5600

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About us

Jones Barberis Group

The Jones Barberis Group is a wealth management team based in Denver, Colorado. We work exclusively with a select group of affluent clients who are looking for a higher echelon of services and strategies. As members of the Private Banking and Investment Group at Merrill Lynch we combine the global resources and proven access of a leading financial institution with the intimate and customized approach of a boutique. We take a seasoned perspective on wealth management looking to embed a client’s long term vision, goals and objectives within a lasting framework that is rigorous yet adaptable. Clients are drawn to us for our experience. We understand the importance of doing things the right way the first time.

Our Investment Approach

The institutional vigor and open architecture of Merrill Lynch enable us to pursue investment opportunities wherever they are housed. We recognize that wealth preservation, growth and volatility are all key client concerns. Given varying needs we assess client timelines, cash flow requirements, risk thresholds and investment preferences so that we can create customized portfolios that reflect the individuality of each client. We balance liquidity concerns and tax considerations with return potential broadening our viewpoint beyond gross returns. In both bull and bear markets we recognize value in diversification and explore a range of asset classes including cash, fixed income, equities and alternatives. Most importantly we are active students of the market. We are constantly evaluating new opportunities and assessing changing market conditions so that we can better address client needs through the capital markets.

Our Offerings

We offer the strategies and services that affluent clients need and expect:

  • Investment management
  • Concentrated and restricted stock strategies
  • Pre-and-post IPO strategies
  • Retirement strategies
  • Wealth transfer strategies
  • Tax-minimization strategies
  • Philanthropy
  • Trust creation
  • Lifestyle services
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