Company intelligence
Stockbridge Private Wealth Management
We help you achieve and maintain Financial Independence, so you can get back to enjoying what matters most in life.
Financial Services
Sun Prairie, US
1 employees
Founded 2014
4 public signals
About Stockbridge Private Wealth Management
We help you achieve and maintain Financial Independence, so you can get back to enjoying the things that matter most in life! We do this by providing a retirement plan customized to reach your unique goals. Once we understand your goals, we build a portfolio of low-cost investments and manage it along the way.
Verified activity
Signals from Stockbridge Private Wealth Management
4 published signals
Research & Knowledge
Stockbridge Private Wealth Management published a report analyzing 6,384 Form ADV Part 2A's to see if firms disclosed the use of AI, machine learning, or algorithmic tools.
Reported by Eric Ludwig, PhD, CFP®, RICP®
Research & Knowledge
Stockbridge Private Wealth Management published an article by Steve Parrish, JD, RICP, CLU, ChFC, AEP Parrish and Eric Ludwig, PhD, CFP, RICP, in the Journal of Financial Service Professionals for NAIFA detailing practical checklists for three major stages of retirement planning.
Reported by Eric Ludwig, PhD, CFP®, RICP®
Research & Knowledge
Stockbridge Private Wealth Management linked to findings from Catherine Collinson and team at Transamerica Institute on the study of retirement age and employment reasons.
Reported by Eric Ludwig, PhD, CFP®, RICP®
Research & Knowledge
Stockbridge Private Wealth Management published a research paper titled Technology-Enabled Financial Help-Seeking (TEFHS) framework in the September Journal of Financial Planning.
Reported by Eric Ludwig, PhD, CFP®, RICP®