OUR SERVICE IS SECOND TO NONE.

Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. Barwick Advisory Group and VCM are independent of one another. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Insurance and annuity products are not sold through VCM and VCM does not endorse any annuity or insurance product nor does it guarantee any annuity or insurance product’s performance.

LUNA WEALTH MANAGEMENT

7887 E. BELLEVIEW AVE, SUITE 1100

GREENWOOD VILLAGE, CO 80111

303.525.4434

BARWICK ADVISORY SERVICES | 10825 WATSON ROAD, SUITE 100 | ST.LOUIS, MISSOURI 63127 | 636-464-6408

Meet the leadership. —>

Meet the team at 

Barwick Advisory Group.

Kurt Barwick, Founder/Financial Advisor earned his undergraduate degree in Business Administration from the University of Missouri, St. Louis in 1978. In 1982 Kurt entered the financial services industry. He became President of Barwick Consulting Services, Inc. in 1992. Through the years he has worked with business owners and baby boomers. He began his professional career by providing employee benefit programs to both individuals and small companies (including municipalities and fire districts) in the St. Louis metropolitan area. In the early 1990’s Kurt specialized in developing well-planned strategies to assist his clients. He works to maximize their Social Security and provide them with a retirement income they cannot outlive. Kurt Barwick married his wife, Karen, in 1981. They are life-long residents of the St. Louis/Jefferson County, Missouri area. Kurt and Karen are proud parents of two sons and 5 grandchildren.

Karen Barwick, Operations & Event Manager works in Operations for Barwick Consulting Services, Inc. Her responsibilities include office administration and client services. She began working with Kurt in 1986. She is also involved in the planning and organizing of their monthly educational seminars. If you are interested in attending an upcoming workshop and need assistance locating one in your area, please call Karen to schedule. Karen graduated from Lindbergh High School. She received her Associates Degree in Business Management and Supervisory Development from St. Louis Community College, at Meramec. 

Justin Barwick, Financial Advisor is a Series 65-qualified investment advisor, is a premier St. Louis area financial professional. He is technologically savvy, accesses the most modern tools, and uses his extensive technical experience to create and implement clients’ customized financial plans. Justin has a comprehensive background in finance. A graduate of the University of Missouri-St. Louis, Justin worked at State Farm to familiarize himself with financial products. At Wells Fargo Advisors, he worked on restricted stocks and top executives with large firms. Since 2013 Justin has worked at Barwick Consulting Services, a family business, offering security portfolios focused on managing downside risk in volatile markets. He is married and the father of three children. In addition to building wealth for clients, he likes to exercise, watch sports, and spend time with his family.

Carrie Barwick, Operations works in Operations for Barwick Consulting Services, Inc. Her responsibilities include office administration and client services. More specifically she is involved in processing paperwork, tracking business sales, keeping the office efficient so things run smoothly. Besides working at Barwick Consulting Services, she is also a Real Estate Agent with Berkshire Hathaway which she has been doing since 2015. She is married to Justin Barwick and a mother of 3. In her down time she loves to go to the lake, swim, walk her dogs, and do fun activities with her family.

Insurance Products

Insurance products have adapted greatly to offer a wider range of uses within a retirement plan. With your goals in mind, insurance or annuities may be just one piece to your retirement puzzle.

Estate Planning

Estate planning and creating a legacy are on the top of most retirees’ minds. Estate planning is the art of making sure your loved ones still talk to each other after you pass on. Leaving an unplanned estate can destroy the strongest of family units. Make sure you take the time to build this important element into your comprehensive Retirement Plan.

Financial Planning

An effective financial plan is just that—a plan. It forces you to make a goal, it includes different needs that you will have along the way, and it accounts for each and every liquid asset and investment that you have.  Making your money work the best for you or helping you to fill in the gaps is our responsibility.

Luna Wealth Management can assist you

in every aspect of your financial life.