Brian Littlejohn (CFA, CFP®, MBA)

Brian Littlejohn focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

Serving as a trusted advisor and thought partner, I provide clients with personalized advice in the following areas: general financial planning, investing, retirement planning, charitable giving, tax planning, asset protection, and estate planning.


Additional Information

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 outside of Aspen, Colorado with my wife and our two young boys.

NAPFA Start Date

September 18, 2017


This Office

310 Market St Basalt, CO 81621 Phone: (970) 710-0330