Retire With Confidence
You worked hard to build your wealth. Now you need a plan to turn it into income that lasts through retirement.
Led by Eric Ludwig, PhD, CFP®, RICP®, author of The Retirement Specialist.
As Seen In
Our Expertise
What We Specialize In
Retirement income planning is not one thing. It is the coordination of a dozen moving parts that must all work together over 30+ years.
Retirement Income Planning
Building a paycheck from your portfolio that accounts for inflation, market downturns, and a 30-year time horizon.
Minimize Taxes in Retirement
Strategic Roth conversions, tax-bracket management, and withdrawal sequencing designed to keep more of your money in your pocket over a 30-year retirement.
Maximize Your Social Security
Analyzing the claiming combinations available to you and your spouse to find the strategy that puts the most money in your household over your lifetime.
Protect What You Have Built
Managing the risks that matter most in retirement: a market downturn in your first few years, inflation eroding your purchasing power, and unexpected expenses derailing your plan.
Grow Your Wealth for the Long Haul
Keeping your portfolio growing so your income keeps pace with inflation and your plan still works in year 25, not just year 5.
Leave a Lasting Legacy
Structuring your wealth so that what you have built passes to the people and causes you care about, with as little lost to taxes as possible.
Where Are You on Your Retirement Journey?
Who We Serve
We work with people who have done the hard part. You saved. You invested. You have built real wealth. Now you need a plan to make it last.
Approaching Retirement
You are within a few years of retirement and the questions are getting more specific. When should I claim Social Security? How do I take income without running out? How do I know if I am ready?
This is exactly the moment most people realize the advisor who helped them save may not have the expertise to help them spend. We build a plan that answers those questions with data, not guesswork.
Schedule a Conversation →Ready to Retire
You are at the starting line. The decisions you make now about withdrawal order, Roth conversions, Social Security timing, and tax strategy will shape the next 30 years.
The wrong sequence can cost tens of thousands over a long retirement. We coordinate every income source so nothing falls through the cracks.
Schedule a Conversation →Already in Retirement
You are drawing from your accounts but you are not confident your withdrawal strategy, tax plan, and investment approach are truly working together.
If your current advisor cannot walk you through exactly how your portfolio becomes a paycheck for the next 30 years, you deserve a second opinion. No obligation. No pressure to switch.
Schedule a Conversation →Stockbridge typically works with individuals and couples with $1 million or more in investable assets.
What Sets Us Apart
Why Stockbridge?
There are over 300,000 financial advisors and 252 professional designations. How do you find a specialist?
The Advisor Who Wrote the Book
Dr. Ludwig authored The Retirement Specialist and directs the RICP® program and the Center for Retirement Income at The American College. Your plan is built by someone who literally sets the standard for the profession.
A Plan, Not Just a Portfolio
Most advisors will invest your money. Few can show you exactly how your savings become a paycheck every month, how long it will last if markets drop early, and what happens if you live to 95. We build the complete retirement income plan, not just the investment account.
Tested, Published, Proven
The strategies behind your retirement plan come from published academic research, not a sales brochure. Dr. Ludwig directs the nation’s leading retirement income research center and has presented findings at over 30 national conferences. When we recommend a withdrawal strategy or Roth conversion approach, it is because the data supports it.
Retirement Income Experts
Most advisory firms were designed to help people save. Stockbridge was built from the ground up for the fundamentally different challenge of turning savings into income that lasts 30+ years. Saving and spending are two completely different problems, and they require two completely different kinds of expertise.
How It Works
Getting Started Is Simple
No pressure, no sales pitch. Just a conversation to see if we can help.
Schedule a Conversation
A free 20-minute call to discuss your situation, your concerns, and what a retirement income plan should look like for you.
Receive Your Plan
If we are a good fit, we build a personalized retirement income strategy grounded in research and tailored to your specific goals and resources.
Ongoing Partnership
We manage your portfolio, optimize your taxes, and adjust your plan as markets shift and your life evolves. You have a direct line to your advisor.
Book by Dr. Eric Ludwig
The Retirement Specialist
Why Retirement Requires Expertise and How to Find ItThe skills required to build wealth are fundamentally different from the expertise needed to make it last 30+ years in retirement. This book shows you how to recognize when your needs have evolved beyond your advisor’s expertise, and how to find a qualified retirement income specialist.
Take the First Step
Ready to See If Stockbridge Is Right for You?
Schedule a free, no-obligation 20-minute retirement conversation. We will listen to your situation, answer your questions, and honestly tell you if we can help.
Schedule a Retirement ConversationStockbridge Private Wealth Management is a fee-only, fiduciary registered investment advisor headquartered in Sun Prairie, Wisconsin, serving the greater Madison, WI area and clients nationwide through secure virtual meetings. We specialize in retirement income planning, investment management, and tax planning for retirees and pre-retirees with $1M+ in investable assets.
Sun Prairie, WI 53590 · [email protected] · (920) 287-3010