Stone Arch Advisory Group

Stone Arch Advisory Group Our firm provides multi-generational planning to our clients' families and their children.

Today we're celebrating Renee's third work anniversary! Over the past three years, Renee has consistently brought dedica...
07/20/2026

Today we're celebrating Renee's third work anniversary! Over the past three years, Renee has consistently brought dedication, professionalism, and a positive attitude to everything she does. Her contributions have made a lasting impact, and we're grateful for the expertise and commitment she brings each day.

Thank you, Renee, for all you've accomplished over the last three years. We look forward to seeing all that you'll achieve in the years ahead. Congratulations on this milestone!

Congratulations to Alex Wieme, CFP®, TPCP®, on an incredible 17 years with Northwestern Mutual and Stone Arch Advisory G...
07/17/2026

Congratulations to Alex Wieme, CFP®, TPCP®, on an incredible 17 years with Northwestern Mutual and Stone Arch Advisory Group! As Partner and Co-Founder, Alex's leadership, dedication, and commitment to serving clients have helped shape the firm into what it is today. Cheers to 17 years and here's to many more milestones ahead!

A big congratulations to Craig Volk, RICP® and Alex Wieme, CFP®, TPCP® for being recognized by Forbes as a 2026 Best-in-...
07/15/2026

A big congratulations to Craig Volk, RICP® and Alex Wieme, CFP®, TPCP® for being recognized by Forbes as a 2026 Best-in-State Financial Security Professionals.

We are honored to celebrate this achievement and grateful for the trust our clients place in us every day.

Join us in congratulating Craig and Alex in the comments below!

Value without clarity creates regret.Join us for Exit with Clarity: Aligning Business Value & Personal Freedom and learn...
07/09/2026

Value without clarity creates regret.

Join us for Exit with Clarity: Aligning Business Value & Personal Freedom and learn how to prepare emotionally and financially for a business exit while turning enterprise value into personal freedom.

- July 16, 2026
- 9:00–9:30 AM
- Live via Zoom

Featuring:
• Paul Niccum, Founder & CEO, Paradise Capital
• Dan Niccum, Partner, Paradise Capital
• Craig Volk, RICP®, Stone Arch Advisory Group

Register here: https://nm.zoom.us/webinar/register/WN_4iRD0AGORniP5eq8ttEwYQ

07/07/2026

Insights for Small Business Owners with Stone Arch Advisory Group's Co-Founder and Partner Craig Volk!

Thinking about selling your business someday? The decisions you make long before a sale can have a major impact on the outcome.

In the latest installment of "Insights for Small Business Owners," Craig Volk, RICP® discusses some of the biggest mistakes he's seen business owners make when preparing to sell their business.

Craig shares practical insights to help business owners maximize value, avoid common pitfalls, and position their businesses for a smoother, more successful transition.

Watch now and learn how to prepare your business today for opportunities tomorrow.

We’re excited to welcome Cole Vandenheuvel to Stone Arch Advisory Group as our newest Associate Advisor!With a backgroun...
07/06/2026

We’re excited to welcome Cole Vandenheuvel to Stone Arch Advisory Group as our newest Associate Advisor!

With a background in financial advising and a degree in Finance & Business Analytics, Cole is passionate about helping individuals and families navigate important financial decisions with confidence. His experience, client-focused approach, and commitment to exceptional service make him a great addition to our team.

When he’s not working, you’ll find Cole at the lake, on the golf course, or spending time with family and friends. He’s also recently engaged and enjoying the adventure of wedding planning!

Please join us in giving Cole a warm welcome to Stone Arch Advisory Group!

Congratulations to Morgan McAdams on earning her CFP® designation!This is a tremendous accomplishment and a testament to...
07/06/2026

Congratulations to Morgan McAdams on earning her CFP® designation!

This is a tremendous accomplishment and a testament to Morgan’s hard work, dedication, and commitment to delivering outstanding financial guidance to our clients. We’re excited to celebrate this milestone and all that lies ahead in her career.

Congratulations, Morgan, on this well-earned achievement!

Stone Arch Advisory Group will be closed on Friday, July 3rd in observance of the Independence Day holiday. This time al...
07/03/2026

Stone Arch Advisory Group will be closed on Friday, July 3rd in observance of the Independence Day holiday. This time allows our team to celebrate with family and friends.

We will resume normal business hours on Monday, July 6th at 8:00 a.m. – 4:30 p.m.

Thank you for your patience, and we wish you a safe and happy Fourth of July!

We're excited to officially welcome Renee Rivers to the Stone Arch team as a Client Experience Manager.Renee brings more...
07/01/2026

We're excited to officially welcome Renee Rivers to the Stone Arch team as a Client Experience Manager.

Renee brings more than 20 years of experience across information technology, operations, marketing, and business ownership, with a strong focus on delivering exceptional client experiences. Prior to joining Northwestern Mutual in 2023, she spent much of her career in IT leadership roles at the University of Minnesota, where she led and developed customer-focused support organizations.

Outside of work, Renee enjoys golfing, boating, fishing, beach days, and spending time with family and friends. She and her husband, Jody, call Cape Coral, Florida home.

Please join us in giving Renee a warm welcome to Stone Arch!

06/30/2026

You're running a successful business—but do you ever find yourself wondering if you're really as financially secure as you should be?

In the first installment of our new video series, "Insights for Small Business Owners," Craig Volk discusses why many successful entrepreneurs still experience financial uncertainty and what they can do to change it.

Tune in for practical insights designed to help business owners make more confident financial decisions.

🎥 Watch now!

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3600 Minnesota Drive, Suite 600
Edina, MN
55435

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