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About the Firm

Sherwood Wealth Management is a Colorado registered investment adviser (RIA) firm that was founded in 2014. We've made some changes over the years, but still maintain an unwavering commitment to the financial success of our clients.

AS FEATURED IN

Forbes
The Wall Street Jounal
Kiplinger
Yahoo Finance
Yahoo Finance
Glenwood Springs Post Independent

A NOTE FROM OUR FOUNDER

Client Centered

Welcome to Sherwood Wealth Management! Our mission is to provide a select group of clients with financial peace of mind in an environment that ensures their interests come first.

You won’t find any pushy salespeople posing as financial experts here. Instead, we provide personalized, straightforward, and unbiased financial advice backed by years of study and practice in the field of wealth management.

If you’re looking for solutions—not a sales pitch—you’re in the right place. To see if we’re a good fit, I encourage you to explore our services and schedule an introductory phone call. I look forward to hearing from you!

Brian





BRIAN R. LITTLEJOHN, MBA, CFP®, CFA

 970-710-0330

 brian@sherwoodwealth.com

Prior to founding Sherwood Wealth Management, I advised clients at a multi-billion-dollar wealth management firm in the San Francisco Bay Area and a boutique wealth management firm in Boulder, Colorado. Before pursuing my passion for personal finance, I served as an officer in the United States Air Force.

Today, I live outside of Aspen, Colorado with my wife and our two young boys. When I’m not working with clients, you can usually find me hiking or skiing through the forests that surround our picturesque Roaring Fork Valley.

Experience:

  • Founded Sherwood Wealth Management in 2014
  • Private Wealth Advisor since 2007

Education:

  • Master's Degree in Financial Analysis, University of San Francisco
  • M.B.A. (Finance Concentration), University of Arizona
  • Bachelor's Degree in Civil Engineering, Clemson University

Designations:

  • CERTIFIED FINANCIAL PLANNERTM
  • Chartered Financial Analyst®

Affiliations:

  • CFP Board®
  • CFA Institute
  • National Association of Personal Financial Advisors (NAPFA)

STRATEGIC PARTNERSHIPS

As an independent registered investment adviser (RIA) firm, Sherwood Wealth Management is proud to offer clients a choice of custodians for their assets:





For more than 80 years, Pershing LLC has been committed to the safekeeping, servicing and reporting of assets for investors. Pershing has more than 7 million investor accounts and $2 trillion in global client assets.




Charles Schwab & Co. works with more independent financial advisors than any other custodian in the industry. Schwab has more than 33 million investor accounts and $7 trillion in global client assets.

WHAT IS A FIDUCIARY?

Did you know that not all money managers are required to act in your best interest? Many financial advisors, like those who work for large broker-dealers, banks, and insurance companies, are only required to make “suitable” recommendations for their clients. This means they can let competing interests–for example, their sales commissions–take precedence over your financial needs and objectives. In other words, they’re incentivized to sell, not to advise.

A fiduciary financial advisor, on the other hand, is held to the highest duty of care. We are legally and ethically bound to uphold the following standards when it comes to managing money for our clients.

  • Avoid conflicts of interest and put our clients' interests ahead of our own
  • Disclose all potential conflicts of interest
  • Act in good faith and provide all relevant information to our clients when making recommendations
  • Seek to ensure the information we provide is accurate and comprehensive

Ready to speak with a fiduciary advisor? Click the button below to schedule your free introductory consultation.

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