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Nick Langefels

Wealth Management Advisor - Actionable Financial Planning Through Retirement - Prior Attorney in Succession Planning
Denver, Colorado
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This public profile is provided courtesy of Clay. All information found here is in the public domain.
What is Nick Langefels tweeting about?
Profile Image for Nick Langefels

Nick Langefels

Wealth Management Advisor - Actionable Financial Planning Through Retirement - Prior Attorney in Succession Planning
Denver, Colorado
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Nicholas Langefels is a seasoned professional with over a decade of experience in the legal and financial services industries. Equipped with a degree in law, he possesses a unique set of skills that enable him to provide valuable insights in business succession and estate planning. Specializing in private client service markets, he heads a team of professionals with over 20 years of collective experience. His team offers holistic financial planning with a focus on empowering clients through smart financial strategies that protect and preserve assets over time. Whether working with growing affluent families or focusing on distribution markets for those that are already in retirement, his team stays committed to its clients' interests. Nicholas has a JD from the University of Denver, where he also earned an MBA from the Daniels College of Business. He completed his undergraduate degree in Business-Finance and Marketing from the University of Colorado Boulder. Some of his specialties include business succession planning, wealth preservation strategies, asset protection, life insurance, and legacy planning.

This public profile is provided courtesy of Clay. All information found here is in the public domain.