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Research & KnowledgeEvent: September 1, 2026

Stockbridge Private Wealth Management published a research paper titled Technology-Enabled Financial Help-Seeking (TEFHS) framework in the September Journal of Financial Planning.

Published

Signal category

Research & Knowledge

Quote

The paper is out today in the September Journal of Financial Planning.

Eric Ludwig, PhD, CFP®, RICP®|Stockbridge Private Wealth Management team

Company

Stockbridge Private Wealth Management

We help you achieve and maintain Financial Independence, so you can get back to enjoying what matters most in life.

Industry
Financial Services
Location
Sun Prairie, US
Company size
1 employees

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.

Founded 2014

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Stockbridge Private Wealth Management published a research paper titled Technology-Enabled Financial Help-Seeking (TEFHS) framework in the September Journal of Financial Planning. | SeedOps