Helping you navigate newfound wealth with clarity and confidence
Fiduciary financial advice & comprehensive wealth management services for sudden wealth beneficiaries
When life changes unexpectedly, you need a financial partner you can trust.
Who we Serve
We understand sudden wealth can be overwhelming.
We also realize you’re probably receiving a lot of conflicting advice about what to do with your money. And when you don’t know who to trust or even which questions to ask, you can start to feel paralyzed, which often leads to poor financial decisions and missed opportunities.
If you're looking for a clear path forward, you're in the right place.
Sherwood Wealth Management provides you with the personalized guidance, support, and resources you’re seeking to manage your windfall and preserve your newfound wealth. 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 financial advisor who’s committed to putting your needs first.
Unlike other money managers who are only required to make “suitable” recommendations, we are legally bound to act in your best interest.
We aren’t owned by or affiliated with a bank, insurance company, brokerage firm, or any other product-driven financial institution. When it comes to your financial future, we only answer to one person: you.
The CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning, while the CFA® designation is globally recognized as one of the highest distinctions in the investment management profession.
Working With us
Based in Glenwood Springs, Colorado, we welcome clients from the Roaring Fork Valley and beyond. Whether you prefer to meet in person or virtually, Sherwood Wealth Management has the expertise and resources to accommodate your unique wealth management needs.
Click the button below to find out more about working with Sherwood Wealth Management.
Ready to speak with a trusted advisor? Click the button below to schedule your free introductory consultation.