About the Firm
Sherwood Wealth Management is an independent, boutique wealth manager specializing in generational wealth. Whether you're an inheritor, recently divorced or widowed, or planning your legacy, we're committed to delivering best-in-class client service and communication.
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A Note from Our Founder
Brian LittleJohn, CFP®, CFA®
Founder, Sherwood Wealth Management
Welcome to Sherwood Wealth Management! Our mission is to help our clients 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!
About Brian
Experience
Founded Sherwood Wealth Management in 2014
Financial advisor since 2007
Education
M.S. Finance, University of San Francisco
M.B.A. Finance, University of Arizona
Designations
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Analyst®
Affiliations
CFP® Board
CFA Institute
National Association of Personal Financial Advisors (NAPFA)
Strategic Partnerships
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.
- 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
To find out more, check out our FAQs section.
Ready to speak with a fiduciary financial advisor? Click the button below to schedule your free introductory consultation.
