Integrated, Multigenerational Wealth Management
- 2000: Volk and Associates Wealth Management is founded
- 2008: Wieme Financial is founded in St. Cloud, MN
- March 2022: Volk & Associates Wealth Management and Wieme Financial merge to create Stone Arch Advisory Group, fulfilling a succession planning agreement and ensures you, our client, have the continuity of service and multigenerational support you need. Stone Arch is a member of the Northwestern Mutual Private Client Group which offers exclusive access to expanded financial planning, investment management, tax mitigation, and insurance solutions on a national scale. This comprehensive approach to private wealth management is helping families manage wealth today, secure their financial future, and build the legacies for future generations.
Meet the Stone Arch Principals
As a young child, Craig lost his father to a car accident leaving his mother to raise three young children on her own. Craig personally experienced her hard work and sacrifices, and these experiences ingrained the critical importance of sound financial planning and asset protection, especially vital to a young family. Initially, he built his risk management practice to help clients protect their families.
Some years later he expanded services to deliver an integrated and holistic financial planning experience. His process evolved with expanded fee-based financial planning and continues to serve his client’s best interests as a fiduciary. Craig earned the RICP® (Retirement Income Certified Planner) designation, expanding his retirement distribution expertise, Minnesota Life, Accident, Health, and Long-Term Care Licenses and Series 7/6/63.Contact Craig
Alex began his career in 2008, building a successful Northwestern Mutual practice in St. Cloud, Minnesota. He found his passion for the career; building relationships, helping people make sound financial decisions and implementing effective planning solutions. He earned his CERTIFIED FINANCIAL PLANNER™ certification, demonstrating the knowledge required to deliver holistic financial planning and the commitment to act in his client’s best interests as a fiduciary. Alex holds Minnesota Life, Accident, Health, and Long-Term Care Licenses and Series 7/6/63.Contact Alex