Stone Arch Advisory Group

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

We're excited to welcome Isabelle Wyman to Stone Arch as our newest Operations Associate!Isabelle brings a strong client...
10/05/2026

We're excited to welcome Isabelle Wyman to Stone Arch as our newest Operations Associate!

Isabelle brings a strong client service mindset, exceptional attention to detail, and a passion for helping teams operate efficiently and effectively. In her role, she will support the operational processes that help us deliver an outstanding experience to our clients and advisors.

Please join us in welcoming Isabelle to the team. We're excited for the impact she'll make as we continue to grow and serve our clients with excellence.

Today marks an exciting milestone as Moeller Advisory Group and Stone Arch Advisory Group have officially merged, bringi...
10/01/2026

Today marks an exciting milestone as Moeller Advisory Group and Stone Arch Advisory Group have officially merged, bringing together two teams united by a shared commitment to exceptional client service and comprehensive financial planning.

As we begin this new chapter, we are excited to welcome Keith Moeller, CPA, CFP®, RICP®, CLU®, MBA and Diann Moeller, CLU®, ChFC®, CASL®, CLTC®, MBA to the Stone Arch Advisory Group team. Clients can expect the same trusted relationships and personalized guidance they've always valued, with Keith and Diann continuing to play an active role in serving clients day to day.

Together, as part of Northwestern Mutual's Private Client Group, we are expanding our resources, planning expertise, investment capabilities, and client support team, allowing us to deliver even greater value while maintaining the personal approach that has always been at the heart of our work.

Please join us in welcoming Keith and Diann as we celebrate this exciting new chapter for our clients, our team, and our future.

Happy National Coffee Day!Great conversations often start over a cup of coffee. Whether we're discussing your goals, pla...
09/29/2026

Happy National Coffee Day!

Great conversations often start over a cup of coffee. Whether we're discussing your goals, planning for the future, or celebrating important milestones, we're grateful for the opportunity to connect with you.

Here's to meaningful conversations and the relationships that make them possible.

As year-end approaches, now is a great time to revisit your financial plan and identify opportunities that may help impr...
09/24/2026

As year-end approaches, now is a great time to revisit your financial plan and identify opportunities that may help improve tax efficiency before December 31.

From retirement contributions and charitable giving strategies to investment and estate planning considerations, proactive planning can make a meaningful difference.

Swipe through for several year-end planning ideas to discuss with your advisor.

Questions? Contact us today, https://www.stonearchadvisorygroup.com/connect

Please join us in congratulating Jenna Allerson, our Director of Marketing and Client Experience, on her 4-year annivers...
09/22/2026

Please join us in congratulating Jenna Allerson, our Director of Marketing and Client Experience, on her 4-year anniversary with Stone Arch Advisory Group.

Jenna's dedication, creativity, and commitment to delivering exceptional client experiences have made a lasting impact on our firm. Her leadership continues to strengthen our brand, support our advisors, and enhance the experience we provide to every client.

Thank you, Jenna, for four incredible years. We're grateful to have you on our team and look forward to all that's ahead! 👏

Stone Arch is growing!We are thrilled to welcome Jack Wagner CFA® to the team as our new Senior Investment Analyst.Jack ...
09/21/2026

Stone Arch is growing!

We are thrilled to welcome Jack Wagner CFA® to the team as our new Senior Investment Analyst.

Jack joins us from Itasca Wealth and brings a unique blend of investment and financial planning expertise. Throughout his career, he has focused on helping clients gain clarity around complex financial decisions and delivering thoughtful planning solutions.

When he's not working, Jack enjoys biking and running in the summer and skiing in the winter with his wife, Kario.

Please join us in giving Jack a warm Stone Arch welcome!

Congratulations to Mike Hagen, CFP®, on achieving the CERTIFIED FINANCIAL PLANNER™ certification!This accomplishment ref...
09/15/2026

Congratulations to Mike Hagen, CFP®, on achieving the CERTIFIED FINANCIAL PLANNER™ certification!

This accomplishment reflects Mike's dedication to continuous learning, commitment to excellence, and passion for helping clients make confident financial decisions. Earning the CFP® designation requires significant investment in education, experience, and rigorous examination, making it one of the most respected credentials in the financial planning profession.

We're proud of Mike's hard work and excited to see the impact he will continue to make for our clients and our team.

Please join me in congratulating Mike on this well-deserved achievement!

Last Chance to Register!Join us tomorrow for our Economic & Market Commentary Webinar featuring Michael Baker, CFA®, CAI...
09/14/2026

Last Chance to Register!

Join us tomorrow for our Economic & Market Commentary Webinar featuring Michael Baker, CFA®, CAIA®.

Gain timely insights into the current economic landscape, market trends, and what they may mean for investors as we navigate the remainder of 2026.

September 15, 2026
10:00 - 10:30 a.m.
Live via Zoom

Don't miss this opportunity to hear expert perspectives and stay informed about the markets.

Reserve your spot today! https://nm.zoom.us/webinar/register/WN_iiz7FJQrQ92zv-Ov_6mf1Q

Twenty-five years later, we continue to pause and remember.We honor those who lost their lives, those who answered the c...
09/11/2026

Twenty-five years later, we continue to pause and remember.

We honor those who lost their lives, those who answered the call to serve, and the families who continue to carry the legacy of loved ones lost.

Today and always, we remember.

When tax laws change, opportunities often follow.Recent legislation has introduced several updates that may affect how f...
09/10/2026

When tax laws change, opportunities often follow.

Recent legislation has introduced several updates that may affect how families save, plan, and transfer wealth. Key provisions include:

- Permanent individual tax rate structures
- Expanded deductions for many taxpayers
- Enhanced family savings opportunities
- Increased lifetime estate and gift tax exemptions

The impact will be different for every family, which is why thoughtful planning matters.

Explore the key changes and consider how they may fit into your long-term financial strategy.

Read more: https://www.northwesternmutual.com/life-and-money/15-changes-in-the-one-big-beautiful-bill-act-and-how-they-may-impact-you/?utm_source=facebook&utm_content=_&agentid=077137

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3600 Minnesota Drive, Suite 600
Edina, MN
55435

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