About the Firm
Sherwood Wealth Management is an independent, boutique wealth manager specializing in inherited and sudden wealth.
A Note from Our Founder
Brian LittleJohn, CFP®, CFA®
Founder, Sherwood Wealth Management
Going through a major life change can be overwhelming, especially when it significantly—and perhaps unexpectedly—boosts your net worth. Suddenly, you have a multitude of questions, like: What do I do now? Who can I trust? And how do I make the best decisions for my future?
If this sounds familiar, you’re not alone. Inherited and sudden wealth often affects more than your finances. It can also cause a great deal of stress and anxiety. The good news is you can avoid major missteps with the right financial partner.
That’s where Sherwood Wealth Management comes in. Our mission is to help inheritors and sudden wealth beneficiaries find clarity and confidence in an environment that ensures your interests come first. Here, you won’t find pushy salespeople in stuffy suits and ties posing as financial experts. Instead, we’ll provide you with personalized, straightforward, and unbiased financial advice backed by years of study and practice in the field of wealth management.
If you’re looking for answers—not a sales pitch—you’re in the right place. To see if we’re a good fit, I encourage you to explore our services and schedule an introductory phone call. I look forward to hearing from you!
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 in Aspen, Colorado with my wife and our two young boys. When I’m not advising clients, you can usually find me hiking or skiing through the aspen-filled forests that surround our picturesque Roaring Fork Valley.
Founded Sherwood Wealth Management in 2014
Financial advisor since 2007
M.S. Finance, University of San Francisco
M.B.A. Finance, University of Arizona
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Analyst®
National Association of Personal Financial Advisors (NAPFA)
As an independent wealth manager, Sherwood Wealth Management is free to partner with best-in-class service providers and platforms.
Pershing is the industry’s largest provider of security clearing and settlement solutions. Their public ownership and Global Systemically Important Bank (G-SIB) status ensures client assets are backed by rigorous testing and independent third-party regulations and protections.
Schwab works with more independent financial advisors than any other custodian in the industry. The Schwab Security Guarantee states that Schwab will cover 100% of any losses due to unauthorized activity.
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.
To find out more, check out our FAQs section.