Stephen R. Shanley, CLU, ChFC, RICP in

Stephen R. Shanley, CLU, ChFC, RICP

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Partner, Private Wealth Advisor at Longwise Wealth Partners
📍 Edwards, Colorado, United States

Stephen R. Shanley is a Private Wealth Advisor and Partner at Longwise Wealth Partners, recognized by Forbes as a Top Financial Security Professional. With nearly 30 years serving the Vail Valley, he specializes in building multigenerational financial plans that protect and preserve wealth. His credentials include CLU®, ChFC®, and RICP®.

Outside of work, Stephen is a dedicated family man. He attributes his success to his wife, Shelly, and enjoys the memorable chaos of family road trips with their three children and two dogs, packing everything from bikes to water toys for their summer adventures.

As a young boy, his grandfather made him think his "ol fiduciary" was an internal organ located next to his kidney.

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Experience
40 Years
Current Role
Partner, Private Wealth Advisor
Location
Edwards, Colorado, United States
Personality Overview

How Stephen shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Stephen cares about

Multigenerational Wealth
Focuses on building financial plans that protect, preserve, and position wealth for multiple generations of families.
Reducing Financial Anxiety
His stated mission is to help clients make the best decisions with their money to reduce financial anxiety and grow confidence.
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Career

Work history

1-2022
Partner, Private Wealth Advisor
Longwise Wealth Partners
1-1995 - 12-2021
Managing Director, Wealth Management Advisor
Northwestern Mutual
1-1985 - 1-1995
Director of Sales and Advertising
Vail Resorts
In the press

Media appearances

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Education
2003 - 2021
CLU
The American College of Financial Services
1978 - 1982
BA
University of Northern Colorado
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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