Get a Clear Second Opinion on Your Financial Plan
Whether you’re confident in your current plan or simply want a clearer perspective, a second opinion brings structure, clarity, and confidence.
Why a Second Opinion Matters
Financial decisions grow more complex as wealth grows. A second opinion isn’t about replacing your current advisor — it’s about ensuring your strategy is fully aligned, efficient, and built to support your long-term goals.
What We Will Review Together
Investment Portfolio
Are your investments properly diversified? Are you paying more in fees than you realize? We will review your portfolio structure and identify opportunities for improvement.
Retirement Readiness
Will your money last through retirement? Are you drawing from the right accounts in the right order? We will help you stress-test your retirement income plan.
Tax Strategy
Are your investments and withdrawals coordinated with your tax situation? We look for missed opportunities in tax-loss harvesting, Roth conversions, and income timing.
Fee Transparency
Do you know exactly what you are paying — and to whom? We will help you understand your total cost of advice, including fund fees, commissions, and advisory charges.
Estate & Legacy Planning
Is your wealth transfer plan up to date? Are beneficiary designations current? We review estate strategies to ensure your legacy is protected and efficient.
Fiduciary Standard
Is your advisor legally required to put your interests first? Not all advisors are fiduciaries. We will help you understand the difference and why it matters.
Two Approaches. One Choice.
Not all financial advice is structured the same way. Here is how a traditional firm model typically compares to an independent, fiduciary approach.
Traditional Firm Advice
Complicated Fine Print
One-Size-Fits-All Portfolios
A 1-800 Number
Product Quotas & Sales Goals
Commission-Driven Compensation
Investment Management Only
Independent Wealth Management
Straightforward Advice
Tailored to Your Goals and Priorities
Your Advisor’s Direct Line
Independent, Unbiased Advice
Transparent, Aligned Fees
Comprehensive Planning
Years of Combined Experience
Multi-Generational Families Served
Assets Under Management¹
%
CFP®-Led Financial Planning
Why Stable Wealth
Stable Wealth is an independent financial planning firm led by Alex Williams, CFP® — a CERTIFIED FINANCIAL PLANNER™ professional with 26 years of experience. We are not a branch office of a national chain. We are a local team that chooses to work with a limited number of families so we can provide the depth of attention that complex financial lives require.
As a fiduciary, Alex is legally required to act in your best interest — not to meet a sales quota or push proprietary products. Our advice is independent, our fees are transparent, and our focus is always on you.
- Independent — No corporate sales targets or product mandates
- Fiduciary — Legally obligated to put your interests first
- Comprehensive — Investments, tax, retirement, estate — all coordinated
- Local — Based in Lacey, WA with a second office in Wellington, FL
Schedule Your Conversation
This is a brief, 15-minute introductory conversation to learn about your situation and determine whether Stable Wealth may be a good fit. No preparation is required, and there is no obligation or sales pressure.