About the Firm

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

AS FEATURED IN

A NOTE FROM OUR FOUNDER

Welcome. At Sherwood Wealth Management, the focus is on building lasting relationships to deliver genuine financial peace of mind to a select group of clients.

You can expect objective, personalized, and comprehensive financial advice backed by over 19 years of study and practice. This isn't a factory; you won't find any commission-driven salespeople here, only dedicated experts who are focused on your aspirations. We combine the expertise of a large firm with the privacy and values of a small-town practice.

Explore the rest of the website and schedule a free introductory phone call to see if we are the right fit for your unique needs. I look forward to connecting with you. –Brian

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BRIAN R. LITTLEJOHN, MBA, CFP®, CFA

970-710-0330

brian@sherwoodwealth.com

Prior to founding Sherwood Wealth Management, Brian advised clients at a multi-billion-dollar asset management firm in the San Francisco Bay Area and a boutique wealth management firm in Boulder, Colorado. Before pursuing his passion for personal finance, he served as a pilot and engineer in the U.S. Air Force.

Today, he lives in Aspen, Colorado with his wife and their three children. When he's not working with clients, you can usually find him hiking, biking, or skiing through the forests that surround the 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 PLANNER^TM
Chartered Financial Analyst®

Affiliations:

CFP Board®
CFA Institute
National Association of Personal Financial Advisors (NAPFA)
Pitkin County Retirement Board

OUR CLIENTS' BEST INTERESTS ARE FOUNDATIONAL

We act as fiduciaries for our clients at all times.

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

We partner with Charles Schwab & Co. to provide custodial services for our clients. Charles Schwab & Co. has more than 33 million investor accounts holding some $10 trillion in assets. Our clients' accounts reside at Schwab, but we are not affiliated with or an agent of Schwab. We are completely independent.

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