Delivering Financial Strength.
Optimizing Wealth.
HELPING YOU PROTECT WHAT MATTERS MOST
At Stone Arch Advisory Group, our mission is to ensure the vision you set forth for your family comes true. While many advisors focus on wealth accumulation strategies, we help you navigate vital withdrawal and distribution strategies, bringing additional focus and expertise in distribution planning.
We work with you to get you to and through retirement:
- Tax bracket optimization now and into the future
- Use products that are unique and customizable
- Protect the assets you have worked to accumulate
- Communicate plans and timelines so you can feel confident that you are on track
As one of the leading teams of the Northwestern Mutual Private Client Group, we bring the depth of resources and expertise you need to architect and execute your financial strategies for today and for generations to come – just as you intended.
Multi-Generational Planning
We believe that managing your wealth is also about managing the next generation of your wealth. By leveraging decades of industry expertise, we help you develop a personalized plan designed to grow and protect your assets for generations to come. Our name, Stone Arch Advisory Group, reflects our connection with clients across generations and the secure foundation of Northwestern Mutual to help you leave the legacy you desire.
WEALTH MANAGEMENT STRATEGIES
As part of the Northwestern Mutual Private Client Group we provide business owners and high-net worth families access to award winning teams, specialized expertise and exclusive Northwestern Mutual products and solutions to build durable portfolio strategies for wealth growth and protection.
We believe comprehensive investment strategies help ensure your interests and goals are always put first. By hiring us as a fiduciary for investment advisory accounts and fee-based planning specifically, we apply unbiased investment advice to deliver a carefully crafted investment strategy that supports your unique objectives.
Award winning
Craig Volk has been recognized by Forbes as a Best-In-State wealth advisor and one of the top financial security professionals in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.
Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Forbes Top Financial Security Professionals list (July 2022). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2021.
Forbes "Best-in-State Wealth Advisors" list (April 2022), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2021.
Forbes Top Financial Security Professionals list (October 2021). Research and ranking provided by SHOOK Research. Based upon 2020 Data.