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
BRIAN R. LITTLEJOHN, MBA, CFP®, CFA
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.
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