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

#IfItWasUpToMyKid

Home is where the greatest moments are shared and where the most valuable and meaningful memories are made. But sometimes, life happens. From technology and social media to work-life imbalance to competing schedules, families can struggle to be present and connect on a more personal level at home.

This fall, Northwestern Mutual wants families to find that connection at home again. Parents can submit a video or photo of their kid's ultimate home experience inspiration — the bigger, the more out-of-the-box, and the more imaginative the ideas, the better — and we may just ring your doorbell to make your dream a reality!

To enter:  Join the conversation on social and enter to win with #IfItWasUpToMyKid! 

Learn more and submit your entry here now.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

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