Vail Valley, Colorado

Our Values:  Integrity, Achievement, Purpose 

Steve Shanley is a financial advisor located in Vail, Colorado, working with business owners, professionals and executives helping them build and manage 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 a Managing Director and Wealth Management Advisor for Northwestern Mutual.  He and his team have more than 50 years of combined experience in the financial industry and we welcome a chance to speak with you about your priorities and goals.

A Career as a Financial Representative

As a Managing Director for Northwestern Mutual, Steve oversees growth and development of Northwestern Mutual in Western Colorado.  We are actively selecting individuals who seek a career as a Northwestern Mutual financial representative in Vail, Summit County, Glenwood Springs and Grand Junction, Colorado.

To learn more about a career as a Financial Representative, visit Northwestern Mutual-Denver.com.


 

Stephen R Shanley, CLU®, ChFC®

Wealth Management Advisor

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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