Skylar Schofield
My Mission Statement
Your goals are personal. Your financial strategy should be too.
At The Rocky Mountain Group, we take the time to truly understand your ambitions, values, and vision for the future. Since 2003 this multi-generational team has been dedicated to delivering bespoke financial strategies designed to grow, preserve, and ultimately transfer wealth on your terms. Whether you are building your portfolio, preparing for a seamless retirement, or shaping your legacy, we are your dedicated partners in navigating every dimension of your financial life.
Locating Our Office
Plaza of the Rockies | 121 South Tejon St. | Suite 700
Colorado Springs, CO 80903
Parking will be validated in the Plaza of the Rockies, in the parking garage below our building, which can be accessed in the alley way between Nevada Ave. and Tejon St. To validate, we will need your license plate number. Our office is located in the South Tower on the 7th floor.
- Wealth ManagementFootnote1
- Planning for Education FundingFootnote2
- 401(k) Rollovers
- Endowments and FoundationsFootnote3
- Estate Planning StrategiesFootnote4
- Financial PlanningFootnote5
- Professional Portfolio ManagementFootnote6
- Retirement PlanningFootnote7
- Asset Management
- Certificates of DepositFootnote8
- Exchange Traded FundsFootnote9
- Municipal BondsFootnote10
- Alternative InvestmentsFootnote11
NMLS#: 1293946
Knowledge & Resource Hub
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
This report from Wealth Management Chief Investment Officer Lisa Shalett highlights the GIC's latest thinking on the markets.
With the increasing integration of robotics and automation in various industries this highlights how advancements in technology are transforming workplaces, enhancing efficiency, and reshaping job roles.
A comprehensive analysis designed to provide you with in-depth insights into market trends, economic developments, and investment opportunities. These reports leverage the expertise of our global research team to deliver forward-looking perspectives.
Click below for a recent report that examines the unique economic and financial dynamics of the United States as it undergoes significant structural changes.
Comprehensive Strategies for Every Stage of Your Financial Journey
Smart, modern strategies to grow, protect and organize your wealth— so you can focus on what matters most. Here are just some of the questions we help our clients answer every day.
What are the most effective strategies for building long-term wealth?
What are the essential components of a comprehensive estate plan?
Have I saved enough for retirement so I can maintain my current lifestyle without worrying I'll run out of money? What is the best way to re-invest my 401(k) when I get ready to leave my company and retire?
I have assets spread across multiple organizations and platforms. How do I get organized and simplify my financial life?
Life's risks can reveal themselves in many ways - from loss of life to loss of health. How do I protect myself and my family from life's unknowns?
What strategies can I use to minimize my tax liability?
Looking to make a meaningful impact while maximizing tax benefits? This article explores five smart strategies to give to family, friends or charitable causes—while keeping your financial goals in mind. Learn how thoughtful giving can be both generous and tax-efficient.
Financial literacy is the foundation for confident decision-making—whether you're just starting out, planning for a family, or preparing for retirement. Let this guide support you at every stage of life.
Concentrated Stock Positions Represent a Very Important Piece to Your Wealth Puzzle. Connect With Us to Discuss Various Strategies.
Shaping Your Financial Future
Our team is committed to collaborating with you to identify your priorities during these pivotal years and to develop a tailored strategy that meets your needs. Whether you are planning for retirement, transitioning into retirement, or already managing your assets in retirement, we have the knowledge and resources necessary to support you in achieving your personal and financial objectives.
A thoughtful retirement review helps identify opportunities, address risks and keep your long-term vision on track.
True retirement planning goes beyond building a portfolio — it's about preparing for the life you want to live. From aligning your finances with your goals to helping you navigate the personal transitions that come with this new chapter, our team is here to guide you with insight and support every step of the way.
Our team partners with you to anticipate and navigate the risks that can affect your retirement, while creating a thoughtful plan to convert your accumulated assets into sustainable income for the years ahead.
Understanding the challenges you may face in retirement is the first step toward preparing for them. By recognizing these potential obstacles early, you can put the right strategies in place to overcome them and stay confident in your long-term plan.
Location
Portfolio Insights
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
7When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
9An investment in an exchange-traded fund (ETF) involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor’s ETF shares, if or when sold, may be worth more or less than the original cost.
Investors should carefully consider the investment objectives, risks, charges and expenses of an exchange-traded fund (ETF) before investing. The prospectus contains this and other information about the ETF. To obtain a prospectus, contact your Financial Advisor or visit the ETF company’s website. Please read the prospectus carefully before investing.
10Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
11Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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The 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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The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
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