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Brian Littlejohn

Advisor at Sherwood Wealth Management

Updated today

Location

Basalt, CO 81621

Credentials

CFP®, CFA®

Industry experience

12 years

About

Brian Littlejohn is a CFP® and CFA® credentialed financial advisor with 12 years of industry experience. He is the sole advisor at Sherwood Wealth Management, an independent firm based in Basalt, Colorado. His prior work includes roles at Opus Financial Solutions LLC and Sherwood Investment Management LLC. Sherwood Wealth Management serves a selective group of individual clients, providing comprehensive financial planning, investment consultation, and discretionary portfolio management. The firm employs a documented, disciplined process that incorporates fundamental, technical, and cyclical analysis to build diversified portfolios tailored to client risk tolerances.

Client services

Based on Sherwood Wealth Management

Financial planning Portfolio management

Expertise

Based on Sherwood Wealth Management

Cash flow / budgeting Debt management Private / alternative investments

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Fee options

Fixed

Flat fee possible with prior approval, typically for financial planning services; deposit of $500 or half estimated fee initiates engagement

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually

Project-based

$400 per hour billed in 15-minute increments

Other

Account minimum: $1,000,000 Fee-only: Financial planning services charged at $400 per hour

Location

310 Market St

Basalt, CO 81621

Most active in

Colorado

Work history

Opus Financial Solutions LLC

2024 - Present (2 years)

Sherwood Investment Management LLC

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced
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John C

CFP®, Series 63

Snowmass Village, CO

Aspen Financial, Inc.

John Coulter is a CFP® professional with 27 years of experience in the financial industry. He has been with Aspen Financial, Inc., including its prior name Coulter Investment Management, Inc., since 1989. The firm operates independently out of Snowmass Village, CO, with Coulter as its sole advisor. Aspen Financial, Inc. provides fee-based, discretionary asset management and portfolio services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis, managing risks explicitly, and operates without receiving external compensation for securities sales.

Active portfolio management
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Antonio A

Series 63, Series 65

Glenwood Springs, CO

Antunes International Investment Management

Antonio Antunes is the sole advisor at Antunes International Investment Management in Glenwood Springs, CO, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Antunes International Investment Management since 2007. The firm provides fee-only investment management and financial planning to individuals, trusts, and nonprofit organizations, with a focus on discretionary portfolio management and written financial plans. Its investment approach combines long-term strategic asset allocation with shorter-term tactical adjustments, using fundamental, technical, and cyclical analyses, and serves a notable international client base including charitable organizations.

Cash flow / budgeting Tax strategies for small businesses General estate planning guidance Real estate investing
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Bradley Z

Series 65

Carbondale, CO

Aspen Financial Solutions, LLC

Bradley Zanin is a Series 65 licensed financial advisor with 26 years of industry experience. He has been with Aspen Financial Solutions, LLC, an independent firm based in Carbondale, CO, since 2011 and also operates Cow Horse Productions, LLC. Aspen Financial Solutions provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations. The firm follows a long-term, low-cost, index-based asset allocation strategy combined with options and diversified securities, managing approximately $17 million across 13 client accounts as a solo adviser.

Active portfolio management Options & derivatives strategies Passive / index investing
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Christopher R

CFA®, Series 63, Series 65

Basalt, CO

Ryan Investments

Christopher Ryan is a CFA® charterholder with 23 years of industry experience. He has been with Ryan Investment Management, Inc. since 2001. Ryan Investments provides discretionary portfolio management and model-portfolio services primarily to individuals, families, trusts, estates, and charitable organizations, typically serving clients with at least $1 million in investable assets. The firm employs six proprietary iFolio models that use trend-following techniques and primarily invest in low-cost index mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management
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Matthew O

Series 65

Basalt, CO

Ryan Investments

Matthew Owings is a financial advisor at Yule Creek Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at M. Austin Investments, LLC and Equus Private Wealth. Yule Creek Wealth Management provides discretionary investment management primarily for high-net-worth individuals and family offices, focusing on broad asset-allocation portfolios and specialized fixed-income strategies. The firm combines low-cost, index-based ETFs with active fixed-income management and emphasizes municipal-bond expertise and rigorous credit analysis.

Passive / index investing Active portfolio management Wealth management
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