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.
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.
Advisory services are offered through Sherwood Investment Management LLC, a Colorado investment advisor firm. The presence of this profile on the internet shall not directly or indirectly be interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.Follow-up or individualized responses to consumers in a particular state by the firm in the rendering of personalized investment advice for compensation shall not be made without first complying with jurisdiction requirements or pursuant to an applicable state exemption.For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their chosen representatives, a consumer should contact the securities administrator in their state.