Financial Planner | CEO
Eric T. Ludwig, Ph.D., CFP®, RICP®
Dr. Eric Ludwig is co-founder and CEO of Stockbridge Private Wealth Management, where he and his team serve affluent clients approaching and navigating retirement nationwide. His approach combines deep academic expertise with two decades of hands-on experience helping clients make the transition from building wealth to living off of it.
Eric is also Director of the Center for Retirement Income and Associate Professor of Retirement Income at The American College of Financial Services, where he directs the Retirement Income Certified Professional (RICP) program. This dual role as both a practicing advisor and researcher gives his clients access to strategies grounded in the latest evidence on retirement income, investor behavior, and financial decision-making.
He is the author of The Retirement Specialist: Why Retirement Requires Expertise and How to Find It, a guide to finding qualified retirement advice in an industry where true specialization is rare. His research and insights have appeared in The Wall Street Journal, Forbes, Barron’s, Kiplinger, and Money magazine. Earlier in his career at a large financial institution, Eric was nominated for Financial Advisor of the Year and earned President’s Club, Inner Circle, and Horizon Award recognition as one of the firm’s top advisors.
Eric holds a doctorate in Personal Financial Planning from Kansas State University. He is host of the Financial Insights podcast.
Outside of work, you’ll find him enjoying the Wisconsin outdoors with his wife Karen and their daughter, or coaching one of his daughter’s sports teams.
Financial Planner | President
Thomas R. Ludwig, CPA
I’m the President and Investment Advisor at Stockbridge Private Wealth Management LLC. I co-founded Stockbridge with my son because my passion is to use my lifetime of experience to help people achieve their financial goals, so people can do the things they love to do without worrying about their money.
Tom retired in 2014 as Treasurer and CFO of Brakebush Brothers, Inc., a position I enjoyed for 27 years. He served on the Brakebush Board of Directors from 2011-2014. He has a Bachelor degree in Accounting from the University of Wisconsin-Oshkosh, and an MBA in Finance from the UW-Whitewater. I’m a CPA, and in addition to being an investment advisor, I’m a member of the WICPA and AICPA.
During my tenure at Brakebush I was a key player in helping the company establish and execute strategic initiatives to expand and grow the company. While doing so, the company was consistently profitable. In addition to overseeing the Accounting and Financial operations of the business, I was responsible for Human Resources and Investment Technology (IT) at Brakebush. I retired from Brakebush at the end of 2014 to simply enjoy the fruits of my own retirement planning and investing, and to help a select group of clients do the same. I know what it’s like to make leap to retirement, and it’s my pleasure to help others along the same path.
After serving our country in the Marine Corps, I started my career working as an auditor for Deloitte-Touche, one of the worlds largest CPA firms. After leaving Deloitte, I worked in various capacities at Oscar Mayer in Madison, WI. I started in Internal Auditing but quickly moved into Financial Analysis and International Finance. The most fun I had during this time was working on several multi-million dollar joint ventures and divestitures, including Venezuela and Puerto Rico.
I’m married to Kathy, my high school sweetheart, has one son, Eric, and a daughter-in-law, Karen. In additional to enjoying my winter home in Florida, traveling, and golfing, one my favorite thing is to spend time with my grand-daughter Alex.
Stockbridge Private Wealth Management & Schwab
“Have peace of mind knowing your money stays with an established institution you can trust.” ~Eric Ludwig, Founder, Stockbridge Private Wealth Management
At Stockbridge Private Wealth Management, we understand the importance of reliability and security in financial transactions. That’s why we have chosen Charles Schwab, a leader in investment services, for our clearing and custody needs. This strategic partnership with Schwab allows us to offer our clients the best of both worlds: Stockbridge’s personalized, expert financial guidance and Schwab’s robust, secure infrastructure for executing and safeguarding investments. Our collaboration with Schwab is more than a business choice—it’s our commitment to providing our clients with a seamless, secure, and superior investment experience. This relationship ensures that while we focus on tailoring financial strategies to meet your unique goals, your assets are held with a custodian known for its strength, stability, and stringent security measures.