STOCKBRIDGEWEALTH.COM

Stockbridge PWM is an independent wealth advisory firm where our mission is to Make your Financial Life Better... Stockbridge Private Wealth Management is a boutique investment-advisory firm, providing ongoing financial planning and portfolio management for an intentionally limited number of clients. The principals directly handle client portfolios and all aspects of the client relationship. SPWM's services are designed for high net worth and/or high-income individuals (minimum portfolio size $250k) who want to implement an efficient, low-expense diversified strategy... In 2014, we launched Stockbridge Private Wealth Management Financial. We are a team of a CFP® and CPA and work with our clients on the same side of the table. When you succeed, we succeed!

Also known as: Stockbridge Private Wealth Management LLC, Stockbridge PWM

Primary location: Sun Prairie United States