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 the 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
Tom Ludwig is co-founder and President of Stockbridge Private Wealth Management. He brings something rare to retirement planning: he has successfully made the transition himself. After 27 years as Treasurer and CFO of Brakebush Brothers, Inc., where he also served on the Board of Directors, Tom retired in 2014 on the strength of his own planning and investing. Today he helps a select group of clients navigate the same path.
Tom began his career as an auditor at Deloitte after serving in the United States Marine Corps, then held roles in financial analysis and international finance at Oscar Mayer in Madison, including work on multimillion-dollar joint ventures in Venezuela and Puerto Rico. He holds a bachelor’s degree in accounting from UW-Oshkosh and an MBA in finance from UW-Whitewater, and is a member of the WICPA and AICPA.
Tom and his wife Kathy, his high school sweetheart, split time between Wisconsin and their winter home in Florida. When he’s not traveling or golfing, his favorite role is grandfather to his granddaughter, 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.