brian@sherwoodwealth.com

Home
About Us
Who We Serve
What We Do
Work With Us
Resources
Blog
Contact

Free Wealth Management Consultation

SCHEDULE A CALL

Have a Question?

Name

Email

Address

Phone

Question

Thank you!

Oops!

Contact

Office: 970-710-0330

310 Market Street

Basalt, CO 81621

brian@sherwoodwealth.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Sherwood Wealth Management (SWM) is a Colorado investment advisor firm. SWM may transact business only in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

SWM’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, no consumer or prospective client should view the publication of our website on the Internet as our solicitation to effect, or attempt to effect transactions in securities, or to the render personalized investment advice for compensation, over the internet. Any subsequent, direct communication by SWM with a prospective client will be conducted by a representative who is registered or who qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

For information pertaining to SWM’s registration status, please contact the Colorado Division of Securities or the state securities regulators for those states in which SWM maintains a notice filing. A copy of SWM’s current written disclosure statement discussing our business operations, services, and fees is available upon request.

SWM makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to our web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve different degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those SWM undertakes or recommends), will be profitable or will equal any historical performance level(s).

Certain portions of SWM’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, or provide access to, SWM’s (or other investment and non-investment professionals) positions or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer reflect current positions or recommendations. Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from SWM, or from any other investment professional. SWM is neither a law firm nor an accounting firm, and no portion of the newsletter content should be interpreted as legal, accounting, or tax advice.

Each client and prospective client agrees, as a condition precedent to accessing to SWM’s website, to release and hold harmless SWM, its owners, employees, and agents from any and all adverse consequences resulting from any of the client’s or prospect’s actions or omissions which are independent of receiving personalized individual advice from SWM.