Stockbridge Private Wealth Management
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Overview
Tagline Brand's website · 2026-11-07
Stockbridge Private Wealth Management is a fee-only, fiduciary registered investment advisor specializing in retirement income planning, investment management, and tax planning for retirees and pre-retirees.
Description Brand's website · 2026-11-07
Stockbridge helps individuals and families coordinate retirement income, taxes, Social Security, investments, risk management, and legacy priorities into an ongoing retirement plan. It is headquartered in Sun Prairie, Wisconsin, serves the greater Madison area, and works with clients nationwide through secure virtual meetings.
Identity
Mission Brand's website · 2026-11-07
Help clients turn the wealth they have built into retirement income that lasts, with coordinated planning for income, taxes, investments, Social Security, risk, and legacy goals.
Founders & leadership Brand's website · 2026-11-07
Eric T. Ludwig, PhD, CFP®, RICP®, is Co-Founder & CEO. Thomas R. Ludwig, CPA, is Co-Founder & President.
Website Brand's website · 2026-11-07
https://stockbridgewealth.com
Voice & tone Brand's website · 2026-11-07
Educational, research-driven, personal, reassuring, and direct, with an emphasis on confidence, coordination, and no-pressure guidance.
Headquarters Brand's website · 2026-11-07
Sun Prairie, Wisconsin, serving the greater Madison, Wisconsin area.
Offerings
Problem solved Brand's website · 2026-11-07
Stockbridge addresses the complex transition from accumulating wealth to turning it into sustainable retirement income, including decisions about withdrawals, taxes, Social Security, investment risk, longevity, and legacy planning.
Core capabilities Brand's website · 2026-11-07
- Retirement income planning
- Tax planning, including Roth conversions, RMDs, capital gains, and charitable strategies
- Social Security and pension timing analysis
- Investment management and portfolio design
- Cash-flow and liquidity planning
- Retirement readiness and scenario analysis
- Sequence-of-returns and longevity risk planning
- Insurance and retirement-risk review
Products / SKUs Brand's website · 2026-11-07
- Personalized retirement income plans
- Ongoing investment management
- Tax and withdrawal strategies
- Retirement readiness assessment
- Retirement Specialist Selection Checklist
Audience
Target industry Brand's website · 2026-11-07
Financial services; private wealth management and retirement planning.
Customer base Brand's website · 2026-11-07
Individuals, couples, families, retirees, and pre-retirees, including households approaching retirement, recently retired, or already in retirement. Stockbridge serves clients nationwide through secure virtual meetings.
Ideal customer profile Brand's website · 2026-11-07
Households with approximately $3 million to $12 million in investable assets that are approaching retirement or have recently retired and want coordinated management of retirement income, taxes, Social Security, investments, and risk.
Use cases Brand's website · 2026-11-07
- Preparing for retirement within the next few years
- Creating a sustainable retirement paycheck from investment portfolios
- Coordinating Social Security, pension, withdrawal, and tax decisions
- Evaluating Roth conversions, RMDs, Medicare/IRMAA, and capital-gain strategies
- Aligning investment risk, liquidity, and portfolio growth with retirement spending
- Managing finances during the first years after retirement
- Reviewing an existing retirement plan or withdrawal strategy
- Coordinating legacy, beneficiary, estate, and charitable priorities
Customer outcomes Brand's website · 2026-11-07
- A personalized retirement income strategy
- A coordinated multi-year tax roadmap
- A portfolio aligned with spending, income, tax, and risk needs
- Greater confidence about retirement readiness and sustainable spending
- Ongoing adjustments as markets, tax laws, spending, and life circumstances change
- A retirement plan designed to support lifestyle, family, and legacy goals
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Claim Stockbridge Private Wealth Management — free →Page last updated 2026-11-07.