Pre-Retirees and Retirees

Plan your retirement with Stockbridge Wealth Advisors. We can guide you in creating a financial plan that will help you achieve your ideal retirement lifestyle. As a high-net-worth pre-retiree with a minimum of $500,000 in investable assets, time is on your side. The sooner you take steps with a financial professional, the more likely you are to have your resources last as long as you need them to.

If you are already retired, we can analyze your current situation and future plans to identify any adjustments that can be made to minimize your tax burden or risk level. At Stockbridge Wealth Advisors, we are committed to accommodating these adjustments and believe that improvements to your retirement plan can be made at any point in your journey, often resulting in fruitful gains.