Welcome

We aspire to build relationships founded on trust, with people who value and appreciate our financial advice. Honesty, integrity and dependability are the pillars on which we help clients build their long term goals. We have served high net worth individuals, affluent families, and business owners for over 39 years deploying a disciplined wealth management process. We put our experience and the resources of Morgan Stanley to work for you.
Services Include
  • Wealth Management1
  • Estate Planning Strategies2
  • Asset Management3
  • Financial Planning4
  • Philanthropic Services
  • Cash Management5
  • Endowments and Foundations6
  • Retirement Planning7
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

Our clients are the foundation of our practice. We are committed to making a meaningful difference in their lives by guiding them to make well-informed financial decisions, helping them to attain their goals, and striving to transcend their expectations. We offer robust financial planning tools, in-person reviews, and individual portfolio management based on each client’s individual appetite for risk.

    Location

    5251 Dtc Parkway
    Suite 1500
    Greenwood Village, CO 80111
    US
    Direct:
    (303) 925-9646(303) 925-9646
    Toll-Free:
    (800) 347-5099(800) 347-5099

    Meet The Harter Breen Group

    About Me

    Art has provided financial investment guidance to individual, corporate, estate, and retirement plan clients for over 39 years. As a fully licensed investment professional, he implements wealth management strategies by focusing on portfolio management. Being a Certified Investment Management Analyst (CIMA®), in association with the Wharton School of Business (University of Pennsylvania), his investment consulting philosophy utilizes the appropriate discipline and process in providing advice to clients. Art's experience not only brings necessary knowledge to clients, but also an understanding of their day-to-day financial needs and goals.

    Faith, family, and friends are the focus of his life. The cornerstone of his joy and happiness begins with his wife Susie, and three children, Mallory, Rebecca and Jake. Art's passions are traveling, skiing, sports and philanthropic endeavors. Art earned a B.A. in Business Administration at Western State Colorado University where he also has served as a Foundation board president and member.
    Securities Agent: CO, WY, WV, WA, VA, UT, TX, TN, SD, PA, OK, NY, NM, NJ, NE, NC, MO, MN, MI, MA, KY, IL, ID, FL, CA, AZ, AR, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
    NMLS#: 1261870

    About Me

    Nic is passionate about helping clients define and attain financial freedom for themselves and their families. His goal is to provide custom solutions for each client helping them to grasp the opportunities and risks presented to them. He works closely with his clients in establishing objectives, determining risk tolerance, creating an asset allocation model, selecting investments, and monitoring results. He views it as a privilege to serve as a financial advisor by helping families and individuals create smart investments, plan for education, prepare for their future, and to secure their legacy.

    Born in New Jersey, but raised in Centennial, Colorado, he considers himself a Colorado native who loves the outdoors and sunshine. He recently married his wife, Becca, who is in graduate school preparing to be a high school counselor. Nic received his Bachelor of Science in Business Administration with a minor in Economics from the University of Colorado. Prior to joining Morgan Stanley, Nic worked in the oil & gas industry for 5 years as an analyst for ConocoPhillips. In Nic's spare time he enjoys fitness, public speaking, and partnering with a nonprofit organization, Love For Kenya, that helps orphans in Kenya. Faith, family, and friends are the focus of his life.
    Securities Agent: CO, WY, WV, WA, VA, UT, TX, TN, SD, PA, OK, NY, NM, NJ, NE, NC, MO, MN, MI, MA, KY, IL, ID, FL, CA, AZ, AR, AK; General Securities Representative; Investment Advisor Representative
    NMLS#: 1632032

    About Me

    Phone: 303-925-9687

    Email: Mara.J.Hellert@morganstanley.com

    Mara is a securities licensed administrative professional with over 35 years of experience in financial services. Her primary focus is providing administrative and operational support to the group’s overall client service needs. Mara earned her Bachelor of Science degree in Business Administration from SUNY at Oswego.  She relocated to Colorado in 1992 and simply enjoys all the activities and beauty her adopted state has to offer.
    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

    More from Morgan Stanley

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    Morgan Stanley and Justin Rose: A Winning Team

    Morgan Stanley and Justin Rose: A Winning Team

    Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
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    Your Financial World. On the Go.

    Your Financial World. On the Go.

    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Ready to start a conversation? Contact The Harter Breen Group today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

    2Morgan 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.

    3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

    4Morgan 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.

    5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    6Morgan 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.

    7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

    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.

    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: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable 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”) 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.

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


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