Stamford Bridge
Wealth Management
A boutique private wealth management firm
Shad Thomas, CFP®, founder and lead advisor, is passionate about helping families achieve their financial goals. Shad advises around all aspects of a family’s balance sheet including tax planning, investment management, estate planning, company benefits, insurance planning, and retirement planning. Shad is a CERTIFIED FINANCIAL PLANNER™ professional.
Personalized Approach
We take a comprehensive approach to ensure that all aspects of a family’s balance sheet are carefully planned and managed for the long term. We work with a select number of families to ensure proper focus and attention to detail is at its highest level.