The Stone Arch Story – Multigenerational Wealth Management and Wealth Protection
From their small-town roots along with personal/professional experiences, the Stone Arch Advisory Group is bringing a passion for deeply personalized financial planning, asset management, and wealth protection. Stone Arch clients are seeking holistic perspectives and comprehensive wealth management solutions, and the Stone Arch team is providing integrated financial planning and multigenerational wealth management on a national scale.
Personal Experiences and Professional Commitment
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 continuing 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.
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™ designation, 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.
Integrated, Multigenerational Wealth Management
With the merger of Volk & Associates Wealth Management and Wieme Financial, Stone Arch Advisory Group fulfills a succession planning agreement and ensures clients have the continuity of service and multigenerational support they 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 they want for generations to come.