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brian@sherwoodwealth.com
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Climb Your Mountain

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We help inheritors take their wealth to the next level.

Our clients rely on us to be their most trusted financial partner and to manage all aspects of their often-complex situations. We are located just outside of Aspen but serve clients throughout Colorado. 

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About Us

About Us

Our advice is personalized, objective, and rooted in years of study and practice in the field of wealth management.

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Who We Serve

Who We Serve

We provide a select group of clients with financial peace of mind. We specialize in helping those with inherited wealth.

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What We Do

What We Do

We leverage our expertise in estate planning, investment management, & tax planning to help you accomplish your goals.

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Work With Us

Work With Us

We realize that time is a finite resource. When we do all the heavy lifting, you can focus on what matters most to you.

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How Our Clients Win

WE ARE BOUTIQUE

By design, we only work with a limited number of clients. The result is meticulous service, lasting relationships, and a level of client privacy that is unsurpassed in the financial services industry. 

WE ARE FIDUCIARIES

We're proud to be a part of the 20% of advisors who act in their clients' best interests at ALL times. The remaining 80% are often just salespeople posing as personal finance experts. Buyer beware!

WE ARE INDEPENDENT

We aren't owned by or affiliated with a bank, insurance company, brokerage firm, or any other product-pushing entity. Our clients benefit from a combination of big city expertise & small town values.

WE ARE WELL-ROUNDED

Our founder has earned both the CFP® & CFA® designations. These designations are the gold standard in the financial planning and investment management professions, respectively.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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Articles

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Calculators

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Videos

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Common Tax Mistakes to Avoid

Filing your taxes can be an involved process, and accidental errors are easy to make. Grab this handy guide to get some tips on how to avoid some common filing errors this year.

"Many a false step was made by standing still."

- Fortune Cookie

“Investment management is not art, not science, it’s engineering. . . . We are in the business of managing and engineering financial investment risk.”

- Charles Tschampion

"Live in the sunshine, swim the sea, drink the wild air."

- Ralph Waldo Emerson

Stay Informed.

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