About W.
My passion for financial planning all began at a small firm here in Birmingham. After working there for a couple of years, I decided that while I was in the right industry, I needed to be able to make recommendations that truly served my clients’ best interests. Upon having this realization, I decided to start my own firm to deliver unbiased, sound financial advice through streamlined technology to those who's values and goals align with mine. Since then, I’ve worked with individuals, couples and families of all backgrounds and ages. Every day, I find new ways to better serve our clients. And with a team that shares the same values and vision as I do, I have no doubt Stockbridge Wealth will continue to grow and make a real difference in our communities. Outside of work, I love spending time with my family. My two small girls, Taylor Grace and Madelyn keep my wife, Kathryn and I very busy! We enjoy being outdoors and being active with friends and family, Auburn Sports, and watching English "Football".
Areas of focus
Credentials & background
Education
Auburn University BS, Finance 2005-2009
Clients served
Registered in
Alabama
Regulatory
The firm
We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client and we do this with the highest levels of trust, integrity and respect while always collaborating using a team approach.
1 Metroplex Dr. Ste 120, Birmingham, AL 35209$36B assets under managementDisclosures
Stockbridge Wealth Partners is an Investment Adviser registered with the State(s) of Alabama. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at 205.757.3390 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from SWP, with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.