When your financial life becomes too complex to manage on your own, you need a financial partner you can trust.
Who we Serve
We understand that finding the right financial partner can be overwhelming.
We also know that you're looking for a wealth manager who gives you the personalized attention and advice you deserve. That's where Sherwood Wealth Management comes in.
At Sherwood wealth Management, we never take your trust for granted.
Unlike some larger financial firms, you'll never be just a number to us. Our boutique approach allows us to give each of our clients unparalleled service and support. And since we hold ourselves to the highest standard of fiduciary care in the industry, you can feel confident we’re putting your best interests first.
Why Sherwood Wealth Management?
You deserve a wealth manager who’s committed to putting your needs first.
Working With us
Sherwood Wealth Management is an independent, boutique wealth manager based in the Roaring Fork Valley. Whether you prefer to meet in person or virtually, Sherwood Wealth Management has the expertise and resources to accommodate your unique financial planning and investment management needs.
Please click the button below to find out more about working with Sherwood Wealth Management.