Stone Arch Advisory Group

A second opinion can be reassuring. Let’s make sure you have the right type, and amount, of coverage you need. Depending on what’s right for you, you could have premiums that never go up, a cash value that never goes down over time, and more. Let’s talk about it today.

Reach out and schedule an "ask anything" conversation with one of our financial experts!

https://www.stonearchadvisorygroup.com/contact.htm

If you’d like to discuss your growing family’s financial plan, we’re here to help. Reach out if you need help adapting your financial plan for your growing family.

https://www.stonearchadvisorygroup.com/contact.htm

Your New Baby Financial Checklist: 6 Things to Do Before Your Baby Arrives When you’re getting ready to have a baby, there are plenty of things to do and buy. Here are six things to put on your new baby financial checklist.

Wills and trusts both play crucial roles in estate planning but serve different purposes. Learn what each can do for you and your loved ones. Have questions, reach out to our team to schedule an "ask anything" consultation!

https://www.stonearchadvisorygroup.com/contact.htm

Will vs. Trust: What’s Better? Both can serve an important part in an estate plan, but is it better to have a will or a trust? Learn the differences and what each can do for you and your family.

Big tax changes are coming for most business owners—and now’s the time to prepare. Let’s work together to make sure you and your business take advantage of today’s lower rates and are ready for the future. Take a look at our guide and then reach out. https://www.northwesternmutual.com/life-and-money/business-owner-tax-changes-ahead-now-is-the-time-to-plan/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-taxes_field&utm_term=tax-changes-ahead&agentid=077137

Please help us celebrate Russ Huls on his 28th Workiversary! Russ began his Northwestern Mutual career in St. Cloud, Minnesota in 1996, and most recently joined Stone Arch Advisory Group in December of 2023.

We're so happy to have him as a Partner with our firm!

Congratulations Russ!

Let’s make sure you’re one of the few who’ll be prepared. With many of the provisions of the Tax Cuts and Jobs Act projected to sunset in 2025, now’s the time to get ready. Reach out soon and let’s make the most of this historic opportunity.

https://www.stonearchadvisorygroup.com/contact.htm

Please help us congratulate and celebrate Stone Arch Advisory Group's Co-Founder and Partner Alex Wieme, CFP® on being named to the Forbes 2024 Top Next-Gen Wealth Advisors Best-In-State list!

Developed by SHOOK Research, the accolade is based on an algorithm of qualitative criterion – mostly gained through telephone and in-person due diligence interviews – and quantitative data. Advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices.

We're excited to celebrate Stone Arch's Operations Associate Abby Quick on her one-year anniversary at Stone Arch and a total of four years at Northwestern Mutual.

Abby, thank you for your hard work, dedication, and excellence over the last year. Cheers to many more!

Managing your investments on your own can be a good way to start, but an advisor can help you see blind spots you may not be aware of and help you grow your wealth more quickly.

Reach out and let's start having a conversation - https://www.stonearchadvisorygroup.com/contact.htm

The Advantage of Investing With an Advisor An advisor can bring some added value to your investing strategy.

We're so proud of both of our Co-Founders and Partners Craig Volk and Alex Wieme for being named to the Forbes' 2024 Best-In-State Top Financial Security Professionals list!

We would like to extend a HUGE congratulations to our 27 advisors from who were named to Forbes' 2024 Best-In-State Top Financial Security Professionals list!! Our presence on this prestigious list proves, once again, that we are rising above our competitors as leaders in financial security. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. SHOOK Research’s rankings are based on one simple notion: “Would we recommend these professionals to a family member or a friend?”

Read the full article here: https://www.forbes.com/lists/best-in-state-financial-security-professionals/

Attention business owners: Do you know what the Connelly decision could mean for your business? We're here to help guide you through this change.

Contact us today: https://www.stonearchadvisorygroup.com/contact.htm

This past week was the 144th Northwestern Mutual Annual Meeting in Milwaukee, WI. It was an amazing time to connect, learn and be inspired by all the amazing work and impact this company is having. The future is bright, and we're proud to be a part of it.

Retirement can look significantly different based on your address, as taxes vary state-to-state. Have you ever considered moving in retirement? Check out this article to see if there may be advantages to changing your residence.

https://www.northwesternmutual.com/life-and-money/what-are-the-best-states-to-retire-tax-wise/?utm_source=facebook&utm_content=_&agentid=077137

Please help us congratulate and celebrate Co-Founder and Partner Alex M. Wieme, CFP® on 15 years of service! Congratulations Alex and cheers to many more years of impacting lives!

If saving for college is one of your family’s aspirations, reach out if you have questions about how to work this goal into your budget.

Contact us today: https://www.stonearchadvisorygroup.com/contact.htm

How to Set Up a 529 Plan It’s a great option to save for college expenses—and the earlier you get started the better. Learn the details to get started.

It’s absolutely possible to pay down your debt while prioritizing your other important financial needs.

Let's have a conversation. Reach out and we'll be in touch. https://www.stonearchadvisorygroup.com/contact.htm

How to Pay Down Your Student Loans Strategically When it comes to tackling your student loan debt, having a strategy that matches your priorities is key. These tips can help.

Congratulations to Stone Arch Advisory Group's Co-Founders and Partners Craig Volk, RICP® and Alex Wieme, CFP® on being named on the 2024 Forbes' | Shook Best-In-State Financial Security Professionals.

Congratulations, well deserved!

A big congratulations to our Co-Founder and Partner Alex Wieme on qualifying for the 10 Lives Leader Summit!

Congratulations to our 10 Lives Leader Summit Qualifiers! The Lives Leader Summit recognizes those advisors and teams committed to growing their businesses at any stage in their careers. Qualifiers are invited to take part in the annual Summit event, where they can expect to connect and build relationships with other advisors and company leaders, as well as gain inspiration and additional strategies for growth.

Many couples getting married for the second time have financial obligations to children or ex-spouses. Let’s discuss the details before you begin your new life together.

Contact us today: https://www.stonearchadvisorygroup.com/contact.htm

Your Second Marriage Financial Planning Checklist Here are 7 tips to help ensure that your second trip down the aisle starts off on solid financial footing. That way, you can focus on your shared happiness.

Reach out if you need some help figuring out the best savings plan for your family.

Contact us today: https://www.stonearchadvisorygroup.com/contact.htm

College Savings Plans: 6 Options to Consider When it comes to saving for your child’s college education, you may have a wider range of options than you realized. Here are six of the best ones.

I can help you prioritize your financial goals and create a personal financial plan.

Contact us today and let's start a conversation - https://www.stonearchadvisorygroup.com/contact.htm

Should You Pay Off Debt or Start Saving? Ask Yourself These Questions Focusing solely on paying off your debt can interfere with other financial goals, like saving. But you can make a plan to work toward both at the same time.

We are pleased to share that Stone Arch Advisory Group’s Investment Analyst Jason Vahlenkamp CFP®, CIMA® has accepted the position of Stone Arch Advisory Group’s Associate Wealth Management Advisor position.

Jason is a seasoned professional with extensive experience in the financial services industry. His expertise in financial analysis, portfolio management, and investment research has been an asset to our clients and our organization. The team at Stone Arch is delighted to see him transition into this role.

As an Associate Wealth Management Advisor, Jason will work closely with our firm partners to provide our clients with comprehensive financial planning and investment management services.

Congratulations, Jason!

Stone Arch Advisory Group is so excited to welcome our newest team member: Senior Investment Analyst Erik Pedersen!

Erik is a seasoned financial services professional with over 20 years of experience in the financial industry. He is excited to bring his knowledge and experience to Stone Arch!

Welcome, Erik!

We're so excited to celebrate our Operations Associate Abby Quick for earning her Series 6 designation! Congratulations, Abby! We're so happy and proud that you are a part of the Stone Arch team!