Nick Langefels Email and Phone Number
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In the financial services industry it is commonplace to see general practitioners, but with a degree in law and more than a decade of law practice under my belt, I bring a unique skillset to business succession and estate planning conversations, while specializing in private client service markets. Collectively, my team and I bring more than twenty years of industry experience to the table. We are professional, we love what we do, and we take the roles we play in our clients’ lives seriously. Each day we focus on empowering our clients through smart financial planning. As a husband to Dr. Lina Patel, and a father to our two children, Saiya and Ethan, I understand the importance of planning for the future. When working with growing affluent families, our team challenges our clients to dream big. We develop a road map towards achieving those goals, while keeping in mind the importance of protecting and preserving assets over time.Whether we are focusing on distribution markets for those who are already in retirement or developing a strategy and plan on how to live through retirement – we always stay focused in the best interests of our clients.Our clients know they have our team in their corner. If we can be a resource to you or someone you know, please feel free to contact us:303-390-5763 | www.nicholaslangefels.comSpecialties: Holistic Financial Planning | Business Succession Planning | Estate Planning | Retirement Distribution | Emergency Funding | Wealth Preservation Strategies | Life Insurance | College Education Planning | Asset Protection | Legacy Planning | Mutual Funds | Investment Strategies
Northwestern Mutual - Downtown Denver | Denver Tech Center | Boulder | Fort Coll
View- Website:
- northwesternmutual.com
- Employees:
- 37473
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Founder, Ceo, Private Wealth Advisor - Anthology Capital Solutions (Formerly Apogee Wealth Advisors)Northwestern Mutual - Downtown Denver | Denver Tech Center | Boulder | Fort CollDenver, Co, Us -
Founder, Ceo, Private Wealth Advisor - Anthology Capital Solutions (Formerly Apogee Wealth Advisors)Northwestern Mutual - Downtown Denver | Denver Tech Center | Boulder | Fort Collins | Wyoming 2020 - PresentMy attraction to Northwestern Mutual began as a client when I consistently saw my advisor, his team, and the company doing the right thing. With my strong bend towards developing long-term relationships built on trust, confidence and sound advice, I knew a lifetime career in financial services was the right fit.I have assembled a wealth management team that is incredibly intelligent and responsive to our clients needs.Every client we have the opportunity to help is backed by a corporation, Northwestern Mutual, that has a 160+ year healthy track record of financial stability. With a saturated industry and not always knowing who to trust, this advantage gives our team peace of mind that we are protecting our clients as best as we possibly can by being a part of this reputable company.We are looking to have conversations with successfully minded people who are dedicated to the things that they value most. And because of this, they understand the value of delegating their financial plan to a qualified professional team that will partner with them. Feel free to contact us at 303-390-5763 or visit our website: www.anthologycapitalsolutions.com -
Wealth Management AdvisorNorthwestern Mutual 2010 - 2020 -
Growth & Development DirectorNorthwestern Mutual Jan 2017 - Dec 2017A facet to my role is mentoring new financial representatives. My track record of developing top contributing advisors under my leaderships speaks to my deep belief in building a legacy of talent within Northwestern Mutual so we can continue to positively impact our communities. -
Field DirectorNorthwestern Mutual Jan 2016 - Dec 2016 -
AssociateDavis Graham & Stubbs Llp 2008 - 2010• Areas of focus were: Mergers and acquisitions, corporate law, closely held business formations, estate and family planning transactions -
AttorneyJacobs Chase 2005 - 2008• Areas of focus were: Mergers and acquisitions, corporate law, closely held business formations, estate and family planning transactions• Represented banks and lending work
Nick Langefels Skills
Nick Langefels Education Details
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Master Of Business Administration (Mba) -
Juris Doctor Of Law (Jd) -
Business- Finance And Marketing
Frequently Asked Questions about Nick Langefels
What company does Nick Langefels work for?
Nick Langefels works for Northwestern Mutual - Downtown Denver | Denver Tech Center | Boulder | Fort Coll
What is Nick Langefels's role at the current company?
Nick Langefels's current role is Founder, CEO, Private Wealth Advisor - Anthology Capital Solutions (formerly Apogee Wealth Advisors).
What is Nick Langefels's email address?
Nick Langefels's email address is nl****@****ail.com
What is Nick Langefels's direct phone number?
Nick Langefels's direct phone number is +141427*****
What schools did Nick Langefels attend?
Nick Langefels attended University Of Denver - Daniels College Of Business, University Of Denver - Sturm College Of Law, University Of Colorado - Boulder.
What skills is Nick Langefels known for?
Nick Langefels has skills like Wealth Management Services, Succession Planning, Financial Services, 401k, Asset Management, Asset Protection, Bonds, Business Development, Cash Management, Consulting, Convertible Bonds, Disability Insurance.
Who are Nick Langefels's colleagues?
Nick Langefels's colleagues are Jennifer Zwicker, Brian Vidrine, Maren O., Judy Snead, Lana Probst, Nikki Fish, William Janke.
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