Stephen R Shanley, CLU®, ChFC®, RICP®

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 26 years.  Steve is a Chartered Financial Consultant (ChFC®), a Chartered Life Underwriter (CLU® ), a Retirement Income Certified Professional (RICP®)  and he 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, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

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We help clients with these topics every day. Read more here.

How to Teach Children to Build Healthy Money and Credit Habits

Starting these types of money lessons early can help them establish a solid financial foundation. Read more here.

What Do Mortgage Lenders Look for in a Borrower?

If buying a home is on your list of goals, it helps to know what makes you attractive to a lender. Here are a few key factors.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.