Thoughtful Wealth Planning for Life's Next Chapter
Stable Wealth works with individuals, families, and professionals with $500k–$5M+ in investable assets who are navigating retirement, business transitions, lifestyle-driven priorities, and long-term financial decisions.
Our clients value clarity, coordination, and a calm, measured approach—especially as financial lives become more complex over time.
Years of Combined Experience
Multi-Generational Families Served
Assets Under Management¹
%
CFP®-Led Financial Planning
Our Approach
Retirement and long-term planning can feel overwhelming—especially as decisions become more interconnected and headlines add noise.
At Stable Wealth, we start by getting to know you—your priorities, your family, and the lifestyle you’re building or protecting. Whether you are planning for retirement, managing generational wealth, or balancing a passion-driven life alongside financial responsibilities, our role is to bring clarity and perspective to the entire picture.
Our work is personal and ongoing. As life evolves—career changes, business exits, family transitions, or competitive pursuits—we revisit plans thoughtfully, helping clients make informed decisions with confidence rather than emotion.
What We Help You Navigate
At Stable Wealth, we help clients think through the financial decisions that come into focus as assets, responsibilities, and priorities grow. Rather than addressing these areas in isolation, we focus on how they connect—so planning feels more organized, intentional, and manageable over time.
- Comprehensive Financial Planning
- Retirement & Income Planning
- Investment Planning
- Estate & Legacy Planning Strategies
- Tax Planning & Coordination
- Long-Term Care & Risk Planning
Our Process
STEP 1
Conduct a 15-minute introductory call.
STEP 2
Meet virtually or in-person to learn how we can help you.
STEP 3
Decide to engage and work together.
STEP 4
Meet and discuss your retirement goals.
STEP 5
Create and implement your comprehensive financial plan.
When Our Approach Is a Good Fit
Our work tends to be most valuable for individuals and families whose financial lives have become more involved over time.
This often includes those who:
- Have accumulated $500k–$5M+ in investable assets
- Are retirees, business owners, senior executives, or professionals
- Are navigating retirement, business transitions, or evolving family priorities
- Manage multiple accounts, income sources, or long-term planning considerations
We have offices in Lacey, Washington and Wellington, Florida, and we work remotely with clients across the country. We intentionally limit the number of relationships we serve so we can provide thoughtful, ongoing attention.
Our Professional Framework
Stable Wealth is an independent advisory firm providing fiduciary financial planning in advisory relationships. We operate in coordination with custodial and platform resources through LPL Financial.
Our focus is on helping clients make sense of their financial picture, feel supported during periods of change, and maintain perspective as financial decisions evolve over time.
Alex Williams
President & Financial Advisor
Alex brings more than 25 years of experience working with retirees, families, and professionals navigating increasingly complex financial lives.
As the founder of Stable Wealth, he has a personal understanding of the planning challenges faced by competitive equestrians and families balancing passion-driven lifestyles with long-term financial stewardship.
With deep roots in Washington State and an active presence in Wellington, Florida, Alex works with clients across generations and life stages who value thoughtful guidance, discretion, and long-term partnership.
