Connect with an Advisor
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.
We love helping incredible people do extraordinary things.
Financial and Lifestyle Advice
From a Passionate and Experienced Team
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.
Who We Serve
Corporate Executives
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 and ensuring your end game is on pace? We help build and execute dynamic financial and lifestyle plans to help mitigate busy execs’ risks, maximize their wealth and realize their goals.
Business Owners & Entrepreneurs
Hard work and commitment have brought you success. But they’ve also created a constant and complex maze of business and financial decisions that, at the end of the day, are highly personal. Surround yourself with a team that supports your unique needs and simplifies your life.
Athletes & Entertainers
As an athlete or entertainer, 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.
Philanthropists
You stand for good things—but you need a partner to stand with you to scale the impact. Our specially developed Foundation X brings a multiplying effect to philanthropic goals and efforts. We bring the vision to life with more intention, focus, access, efficiency and transparency.
At Your Financial Service
Welcome to Your Personal Office®
Financial Advice
Investments
Tax Preparation and Advice
Corporate Executive Planning
Legal & Estate Planning
Philanthropy
NorthRock at a Glance
160+
Team Members
7+
Offices Nationwide
$6B
Assets Under Management
Why NorthRock?
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 internally 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 the expertise in these teams to stay in tune with our clients' needs by default, not just when they were required. When our clients came into the office, they got updates and recommendations on their ENTIRE financial life, not just their stock portfolio.
The Personal Office® Difference
At NorthRock, we form close relationships with our clients and work to deliver personalized advice and services that equip our clients 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. NorthRock financial advisors pride themselves on understanding every area of our clients’ lives. 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 plans, legal and estate planning, charitable giving, and any other area of your life. We manage everything for you, giving you back one of the most valuable resources in life: time.
Our proprietary Personal Office approach moves your life forward with confidence and purpose. We help manage all the moving pieces in your professional and personal life and provide support whenever and wherever you need it. As your financial situation grows in complexity, we adapt our strategy and change the services you need. You will always have a connected team that grows next to you every step of the way.
We work to understand who you and your family are, what you hope to accomplish, and what you need to get there—customizing advice to fit your dreams and vision for the future. We examine the many facets of your life and tie them together into a comprehensive strategy that is aligned with where you want to go.
Our Leadership
Access to a Wide Range of Markets
With deep experience in both public and private markets, we are confident in our ability to assist you in navigating the complexities of the investment landscape. We’ll evaluate your goals, determine your risks, and help you invest with clarity, confidence, and purpose.
We'll provide:
- Investment Strategy and Planning
- Complete Asset Management
- Global Asset Allocation
- Investment Due Diligence
- Insights & Analysis
Welcome to Your Personal Office ®
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.