Stephen R Shanley, CLU®, ChFC®

Wealth Management Advisor

Vail Valley, Colorado

Scenic photo

Our Values: Integrity, Achievement, Purpose

Steve Shanley is a financial and wealth management advisor located in Vail, Colorado, working with business owners, professionals and executives helping them build, manage and preserve wealth.  Steve's firm focuses on simplifying and integrating client financial assets to achieve goals.

We focus on tax efficiency, planning for unforeseen risks, and developing strategies to preserve and transfer wealth.  Steve Shanley and his team develop comprehensive plans to integrate personal and business objectives.  We specialize in retirement income planning, asset allocation, estate planning and business specific planning for owners and executives.

Please contact Steve Shanley and his team via email: stephen.shanley@nm.com.

We believe our clients deserve advisors who will take the confusion out of financial planning and make recommendations that are based on proven, reliable strategies.

Steve is an independent advisor, representing Northwestern Mutual for 25 years.  Steve is a Chartered Financial Consultant (ChFC®), a Chartered Life Underwriter (CLU® ), and holds Business Planning and Estate Planning certificates.  As a Wealth Management Advisor for the Northwestern Mutual Wealth Management Company, Steve and his team have more than 50 years of combined experience in the financial industry. We welcome a chance to speak with you about your priorities and goals.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck