Longwise Wealth Partners proudly commemorates Stephen Shanley, who has dedicated 30 years to serving the Vail Valley community.
In an exclusive statement, Shanley, a Private Wealth Advisor with Longwise Wealth Partners, expressed his gratitude for the relationships he has built over the years.
“I’ve been fortunate to call Vail Valley home for four decades,” Shanley said.
He reflected on the community’s transformation into a remarkable place for families, emphasizing his commitment to shaping its future.
Shanley’s professional journey in the Vail Valley started over 40 years ago when he joined the resort industry with Vail Associates, which operated under Gillette Holdings, Inc.
This experience enabled him to gain invaluable insights into business operations and financial management—skills that laid the groundwork for his wealth management career.
Since establishing his advisory practice three decades ago, Shanley has become a trusted advisor for families, business owners, and individuals seeking financial security and generational impact.
His approach focuses on personalized and thoughtful guidance, helping clients ease their financial anxieties, instill confidence, and make prudent decisions.
Shanley specializes in various areas, including retirement distribution planning, tax-efficient wealth strategies, charitable giving, and legacy planning, ensuring that his clients’ wealth holds lasting value for future generations.
In January 2024, he merged his practice with Longwise Wealth Partners, marrying his values of integrity, meticulousness, and steadfast client commitment with one of Colorado’s most esteemed firms.
For the past two years, Shanley has garnered recognition on the Forbes Best-in-State Wealth Advisors and Forbes Best-in-State Top Financial Securities Professionals lists—highlighting his expertise and dedication to the field.
Beyond financial advisory, Shanley is deeply engaged in the community.
He serves as an active member of the Vail Valley Foundation’s Community Engagement Committee and has held several leadership roles over the years, including:
– Co-founder of the Edwards Business Association.
– Board Member of the 10th Mountain Division Hut Association.
– Organizing Committee Member for the 1989 World Alpine Ski Championships.
– Past Chairman of the St. Clare Charity Golf Challenge.
– Former Board Member of the Vail Valley Chamber & Tourism Bureau.
– Former Board Member of the Vail Eagle Hockey Association.
– Former Board Member of the Vail Valley Soccer Club.
Longwise Wealth Partners is also committed to community welfare, demonstrated by its sponsorship of the Gerald R. Ford Amphitheater Summer Series in partnership with the Vail Valley Foundation.
This sponsorship showcases the firm’s dedication to support cultural and philanthropic initiatives that enhance the community Shanley has long supported.
Bryan Austin, Founder and CEO at Longwise Wealth Partners, praised Shanley’s dedication.
“Steve’s dedication to his clients and community is nothing short of inspiring,” he said.
“His deep knowledge of financial planning is matched by his commitment to making the Vail Valley a better place.”
This summer, the firm will honor Shanley’s 30 years of service through community partnerships and events, including the upcoming Vail Wine Classic on August 9th.
This celebration will focus on legacy, relationships, and the valley Shanley considers home.
* For award context, the Forbes Best-in-State Wealth Advisors list (April 2023, April 2024) is based on data from the prior June 30th.
The Forbes Best-in-State Top Financial Security Professionals list (July 2023, July 2024) is based on data from the prior December 31st.
Research and ranking were conducted by SHOOK Research, and Northwestern Mutual and its advisors do not pay for placement on third-party rating lists.
However, they do pay marketing fees to organizations promoting these ratings.
Rankings are not indicative of future investment success.
image source from：realvail
