Stephen R Shanley

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.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Register for your Northwestern Mutual online account

Sign up today to get a complete view of your financial picture and the added convenience of eDelivery. Not a client yet? No problem. Register for a free account to see your finances at a glance, track your spending, and more.

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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