Advisory services for corporate executives, business owners, athletes & entertainers, and philanthropists.
At NorthRock, we surround you with a team of experts dedicated to providing you with holistic advice. Through our Personal Office® experience, we seamlessly deliver uniquely tailored advice in investments, tax, insurance, estate, charitable giving, and more. Regardless of your stage of life or financial goals, we’ll help provide you with time, clarity, and peace of mind.
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Our financial advisors bring decades of experience and expertise to all areas of life. You’ll be matched with a high-powered team who will tailor services to your unique lifestyle and specific needs, ensuring you benefit from the best possible advice.
We serve people who are looking for a trusted partner equipped to provide deep, meaningful advice. Our role is to bring clarity and structure to your financial life, so decisions feel thoughtful, manageable, and aligned to your goals.
You’re focused on growing the business and creating returns for investors or shareholders. But who’s focused on making your own money stretch as far as possible? We build and execute dynamic financial and lifestyle plans to help mitigate risk, maximize wealth, and realize your goals.
Hard work and commitment have brought you success, along with a complex maze of business and financial decisions that are highly personal. Surround yourself with a team that supports your unique needs and simplifies your life.
Your eyes are always on your next game, gig, or project. But who’s watching your financial health? We provide concierge-plus financial services, tax and legal guidance, lifestyle advice, relocation help, and more to meet your dynamic needs.
You stand for good things, and you need a partner to help scale the impact. Our Foundation X brings a multiplying effect to philanthropic goals, bringing your vision to life with more intention, focus, access, efficiency, and transparency.
We believe in earning your trust by taking the time to get to know you: your values, priorities, passions, and interests. That allows us to create a Personal Office® experience tailored to you, managing all the moving pieces in your life with support whenever and wherever you need it.
When we were building NorthRock, we recognized early on that our executive clients simply didn’t have the time to meet with financial advisors, estate planners, tax professionals, and philanthropic organizations. Sometimes, they didn’t even have time to pay their bills.
So, while our competitors were working with outside teams for those services and expanding their sales teams, we hired internal specialists in those areas, making them a conference room away instead of a city away. We built processes for these teams to stay in tune with our clients’ needs by default, not just when required. When our clients came into the office, they got updates and recommendations on their entire financial life, not just their stock portfolio.
At NorthRock, we form close relationships with our clients and deliver personalized advice and services that equip them with everything they need to realize their goals and reach their potential.
Our business was built from the very beginning to meet the unique needs of our clients. When you partner with us, we’ll surround you with a team that helps you gain clarity in everything from your investments to taxes, insurance, legal and estate planning, charitable giving, and any other area of your life.
Our proprietary Personal Office® approach moves your life forward with confidence and purpose. As your financial situation grows in complexity, we adapt our strategy and the services you need, so you always have a connected team that grows alongside you.
We work to understand who you and your family are, what you hope to accomplish, and what you need to get there, then tie every facet of your life together into a comprehensive strategy aligned with where you want to go.
With deep experience in both public and private markets, we’re confident in our ability to help you navigate the complexities of the investment landscape. We’ll evaluate your goals, determine your risks, and build a plan around them.
A strategy built around your goals, risk tolerance, and time horizon.
Every account and holding managed as one coordinated picture.
Diversified exposure across public and private markets.
Rigorous evaluation before an opportunity reaches your portfolio.
Clear perspective on markets and what they mean for you.
Say goodbye to managing the stress of your financial life and say hello to your new team. Surround yourself with the right people, equipping you with good advice, tailored services, and a plan anchored in your values.
Speak to a Personal Office® Advisor
