{"name":"Stockbridge Private Wealth Management","domain":"stockbridgewealth.com","url":"https://optimly.ai/brand/stockbridge-private-wealth-management","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stockbridgewealth.com","updated_at":"2026-11-07T05:14:00.098599+00:00"},{"key":"description","label":"Description","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stockbridgewealth.com","updated_at":"2026-11-07T05:14:00.098599+00:00"}]},{"header":"Identity","sections":[{"key":"mission","label":"Mission","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stockbridgewealth.com","updated_at":"2026-11-07T05:14:00.098599+00:00"},{"key":"leadership","label":"Founders & leadership","shape":"text","content":"Eric T. Ludwig, PhD, CFP®, RICP®, is Co-Founder & CEO. Thomas R. Ludwig, CPA, is Co-Founder & President.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stockbridgewealth.com","updated_at":"2026-11-07T05:14:00.098599+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://stockbridgewealth.com","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stockbridgewealth.com","updated_at":"2026-11-07T05:14:00.098599+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Educational, research-driven, personal, reassuring, and direct, with an emphasis on confidence, coordination, and no-pressure guidance.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stockbridgewealth.com","updated_at":"2026-11-07T05:14:00.098599+00:00"},{"key":"headquarters","label":"Headquarters","shape":"text","content":"Sun Prairie, Wisconsin, serving the greater Madison, Wisconsin area.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stockbridgewealth.com","updated_at":"2026-11-07T05:14:00.098599+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stockbridgewealth.com","updated_at":"2026-11-07T05:14:00.098599+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Retirement income planning\nTax planning, including Roth conversions, RMDs, capital gains, and charitable strategies\nSocial Security and pension timing analysis\nInvestment management and portfolio design\nCash-flow and liquidity planning\nRetirement readiness and scenario analysis\nSequence-of-returns and longevity risk planning\nInsurance and retirement-risk review","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stockbridgewealth.com","updated_at":"2026-11-07T05:14:00.098599+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"Personalized retirement income plans\nOngoing investment management\nTax and withdrawal strategies\nRetirement readiness assessment\nRetirement Specialist Selection Checklist","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stockbridgewealth.com","updated_at":"2026-11-07T05:14:00.098599+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Financial services; private wealth management and retirement planning.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stockbridgewealth.com","updated_at":"2026-11-07T05:14:00.098599+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stockbridgewealth.com","updated_at":"2026-11-07T05:14:00.098599+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stockbridgewealth.com","updated_at":"2026-11-07T05:14:00.098599+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Preparing for retirement within the next few years\nCreating a sustainable retirement paycheck from investment portfolios\nCoordinating Social Security, pension, withdrawal, and tax decisions\nEvaluating Roth conversions, RMDs, Medicare/IRMAA, and capital-gain strategies\nAligning investment risk, liquidity, and portfolio growth with retirement spending\nManaging finances during the first years after retirement\nReviewing an existing retirement plan or withdrawal strategy\nCoordinating legacy, beneficiary, estate, and charitable priorities","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stockbridgewealth.com","updated_at":"2026-11-07T05:14:00.098599+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"A personalized retirement income strategy\nA coordinated multi-year tax roadmap\nA portfolio aligned with spending, income, tax, and risk needs\nGreater confidence about retirement readiness and sustainable spending\nOngoing adjustments as markets, tax laws, spending, and life circumstances change\nA retirement plan designed to support lifestyle, family, and legacy goals","source_type":"1p_website","source_label":"Brand's website","source_url":"https://stockbridgewealth.com","updated_at":"2026-11-07T05:14:00.098599+00:00"}]}],"last_refreshed_at":"2026-11-07T05:14:00.146267+00:00","last_changed_at":"2026-11-07T05:14:00.159825+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=9ecd9cf5-fc6a-45b0-b136-aeddc982fc40"}