Specialties
About Me
After three years in the cockpit, I traded flight plans for financial plans.
I began advising families at the very top of the 2007 market and guided them through the turbulence of the Great Recession—an experience that proved behavior matters as much as math. Today I lead Stockbridge Private Wealth Management and direct the American College Center for Retirement Income. With a PhD in behavioral finance and the CFP® designation, I combine rigorous research with hands-on coaching to help accomplished couples turn savings into purpose-filled, dependable income—what I call Retirement 3.0. Working with a deliberately small client roster, I provide: A clear, evidence-based income strategy tailored to your lifestyle and goals Ongoing behavioral coaching so headlines don’t derail your plan Access to the latest retirement planning tools and academic insights If you want a seasoned guide to turn a lifetime of work into lasting freedom, let’s talk!
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
Ph.D., CFP, RICP
Chartered Designations
What do these credentials mean?
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Disclosures
Advisory Firm – Stockbridge Private Wealth Management (“Stockbridge”) is a Wisconsin-registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are offered only to residents of states where Stockbridge is registered or exempt from registration. Informational Use Only – Content on this profile is for general education. It should not be construed as personalized investment, tax, or legal advice. Consult qualified professionals before acting on any information. No Offer or Solicitation – Nothing here constitutes an offer to buy or sell any security or investment product. Investment Risk – All investments carry risk, including possible loss of principal. Past performance is not a guarantee of future results. Tax and Legal Matters – Stockbridge does not provide tax or legal advice. Clients should rely on their attorneys or CPAs for those services. Fiduciary Duty – As a CFP® professional and investment adviser representative, I act as a fiduciary when providing advisory services, putting client interests first. Third-Party Data – Any third-party data or links are believed reliable but have not been independently verified and may change without notice. Privacy – Personal information shared with Stockbridge is kept confidential and used solely to service your relationship, in accordance with our written Privacy Policy. Contact – For full ADV Part 2A and Privacy Policy, or to discuss whether our services fit your needs, please contact ericludwig@stockbridgewealth.com.