Stockbridge Private Wealth Management

Stockbridge Private Wealth Management is a financial planner in Sun Prairie, WI. The firm provides personalized financial strategies for affluent clients nationwide who are approaching or navigating retirement. The team specializes in helping individuals transition from building wealth to living off of their assets through evidence-based retirement income strategies.

The firm is led by co-founder and CEO Eric Ludwig, Ph.D., CFP®, RICP®, who serves as the Director of the Center for Retirement Income and Associate Professor of Retirement Income at The American College of Financial Services. His approach integrates two decades of hands-on experience with academic research regarding investor behavior and financial decision-making. Co-founder and President Thomas R. Ludwig, CPA, brings extensive corporate experience to the team, having previously served as Treasurer and CFO of Brakebush Brothers, Inc. for 27 years.

Stockbridge Private Wealth Management is located on Baptisia Pass.

The firm is recognized for providing thorough and well-documented business information to its clients. Dr. Ludwig's research and insights have been featured in major publications such as The Wall Street Journal, Forbes, Barron’s, Kiplinger, and Money magazine. Additionally, his previous work at a large financial institution earned him President’s Club, Inner Circle, and Horizon Award recognition.

The team provides specialized expertise to help clients achieve a secure retirement in Sun Prairie and beyond.