About Stoneway Wealth

At Stoneway Wealth, we believe wealth should create direction, not confusion.

Our mission is to simplify financial complexity, provide structure and confidence, and ensure every decision supports your vision for independence.

Based in Seattle, Stoneway Wealth is an independent fiduciary advisory firm specializing in retirement income and tax-smart planning for pre-retirees, retirees. We help clients bring every piece of their financial life—investments, income, taxes, healthcare, and legacy—into one coordinated plan built for real life.

Meet the Founder

CJ Lovsted, CFP®, RICP®

At Stoneway Wealth, our approach combines disciplined planning with genuine personal connection. Every relationship begins by understanding your goals, values, and what independence means to you — financially and personally.

With nearly a decade of experience guiding clients through retirement and complex financial decisions, CJ specializes in retirement-income design, investment management, and tax-efficient withdrawal strategies.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Retirement Income Certified Professional® (RICP®), he blends technical expertise with real-world perspective.

An independent fiduciary based in Seattle, CJ founded Stoneway Wealth to help pre-retirees, retirees, and technology professionals simplify financial complexity, gain clarity, and move forward with confidence.

Who We Serve

We work with pre-retirees and retirees who value clarity and confidence in their financial future. Many are transitioning from years of saving to creating reliable, tax-smart income for retirement.

How We Work

Every plan begins with understanding your goals, values, and what independence means to you.
We co-create a tailored strategy that connects income, investments and taxes emphasizing transparency, education, and proactive communication every step of the way.

Benefits for You