Stable Wealth

Stable Wealth At Stable Wealth, we take the time to understand your needs to curate a plan aligned with your goals.

With over 25 years of experience and a CERTIFIED FINANCIAL PLANNER™ designation, we proudly serve Lacey, WA. With over 25 years of experience our financial advisor proudly serving Lacey, WA, offer full-service wealth management, including estate planning, insurance review, tax planning, investment management, and retirement planning.

06/03/2026

See how the markets performed in May 2026 and year-to-date.

06/01/2026

The latest issue of Market Month is available.

Happy Mother’s Day to all the incredible moms, grandmothers, and mother figures.Your love, strength, and guidance shape ...
05/10/2026

Happy Mother’s Day to all the incredible moms, grandmothers, and mother figures.

Your love, strength, and guidance shape families in ways that last for generations. From all of us at Stable Wealth, we hope you feel celebrated and appreciated today.

05/07/2026

See how the markets performed in April 2026 and year-to-date.

05/01/2026

The latest issue of Market Month is available.

Happy Administrative Professionals Day from all of us at Stable Wealth! 🎉Today we’re celebrating someone who makes a dif...
04/22/2026

Happy Administrative Professionals Day from all of us at Stable Wealth! 🎉

Today we’re celebrating someone who makes a difference in ways both seen and unseen. Cindi Mitchell.

Cindi brings a steady presence, incredible attention to detail, and a genuine care for both our team and our clients. She keeps things running smoothly, supports everyone around her, and plays a huge role in the experience we strive to deliver every day.

Behind so many of the little things that make Stable Wealth feel personal and organized… is Cindi.

We’re grateful for all that you do and the way you show up for this team each day. Thank you, Cindi...you’re truly appreciated 💙

The path to building something meaningful usually starts with a tough decision.I recently sat down with Corey Walen on F...
04/15/2026

The path to building something meaningful usually starts with a tough decision.

I recently sat down with Corey Walen on Firm Transitions to share my journey of going independent, the lessons learned, and what it really takes to build something meaningful.

If you’ve ever thought about making a big move in your career or life, this one’s for you.

🎧

Are you really running your own business… or just being told you are?In this episode, I sit down with Alex Williams, CFP®, a former 25-year veteran of Edward...

03/02/2026

The latest issue of Market Month is available.

02/23/2026

US President Donald Trump said he will increase the global 10% tariff to 15%, applying the new baseline tariff under Section 122 of the 1974 Trade Act, which allows the president to impose tariffs for 150 days without congressional approval. Bloomberg's Laura Davison breaks down the situation.

🏈💼 Seahawks “work” attire at Stable Wealth today! 💚💙Cindi and I figured if the Hawks are celebrating, so are we. A littl...
02/11/2026

🏈💼 Seahawks “work” attire at Stable Wealth today! 💚💙

Cindi and I figured if the Hawks are celebrating, so are we. A little team spirit makes financial planning even more fun.
Go Hawks — 12s forever! 🙌

Address

676 Woodland Square Loop SE, Suite 302W
Lacey, WA
98503

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