About Brian
I founded Sherwood in 2014 in order to provide clients with a different kind of investment advisory experience…one without stuffy suits & ties, sketchy product commissions, or pushy salespeople posing as financial experts. Instead, I focus on providing clients with clear, unbiased advice based on over 15 years of study and practice in the field of personal finance.Previously, I was an advisor at a multi-billion dollar wealth management firm in the San Francisco Bay Area. Prior to moving to the Bay Area, I spent several years working with clients at a boutique wealth management firm located a few minutes northwest of Denver. Before pursuing my passion for personal finance, I served as an officer in the United States Air Force.Today, I live in Woody Creek, 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 the picturesque Roaring Fork Valley.
Areas of focus
Credentials & background
Designations
Clients served
Regulatory
- Firm CRD #172687
The firm
Sherwood Wealth Management, an independent registered investment adviser (RIA) firm, provides a select group of clients with customized investment management and financial planning solutions. As fiduciaries, our advice is objective and rooted in years of study and practice in the field of wealth management. Our clients rely on us to be their most trusted financial partner and to manage all aspects of their often-complex situations. We are located just outside of Aspen but serve clients throughout Colorado. We are particularly known for our expertise in inherited wealth and low 15:1 client-to-advisor ratio.
310 Market Street, Basalt, CO 81621$258M assets under management