About Us

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 graduated from the U.S. Coast Guard Academy and received an MBA from Vanderbilt University.

shad@stamfordbridgewealth.com

All content is for information purposes only. It is not intended to provide tax or legal advice or provide the basis for financial decisions. Nor is intended to be a projection of current or future performance or indication of future results. 
Opinions expressed herein are solely those of Stamford Bridge Wealth Management, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Advisory services are offered by Stamford Bridge Wealth Management, LLC and Investment Advisor in the State of Florida. Being resisted as an investment advisor does not imply a certain level of skill or training.