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.
Welcome! Thank you for your interest in Sherwood Wealth Management. We take pride in providing a select group of clients with financial peace of mind in an environment that ensures their interests come first.
You won’t find any commission-driven salespeople posing as personal finance experts here. Instead, we provide objective, personalized, and comprehensive financial advice backed by over 15 years of study and practice in the field of wealth management.
If you’re looking for an independent firm with big city expertise and small town values, you’re in the right place. To see if we’re a good fit, I encourage you to explore our services and schedule a free introductory phone call. I look forward to hearing from you! -Brian
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 three children. 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.
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.
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.
Ready to speak with a fiduciary advisor? Click the button below to schedule your free introductory consultation.