NorthRock Partners

NorthRock Partners is a financial planner in Minneapolis, MN. The firm provides comprehensive financial and lifestyle advice to corporate executives, business owners, athletes, and entertainers. Services include financial advice and planning, investment management, insurance protection, tax advice and preparation, trust and estate planning, cash‑flow management, and philanthropy. NorthRock Partners serves clients across the United States and around the world, delivering its Personal Office® model wherever they are located. The business holds a perfect 5.00 rating from reviewers.

Founded on a promise to place clients at the center of every decision, NorthRock Partners has expanded beyond traditional wealth management to integrate tax, estate, and legal guidance. The firm created specialized divisions for athletes, entertainers, entrepreneurs, and families with complex needs, and it offers philanthropic and foundation services for those seeking impact. Its Personal Office® philosophy surrounds each client with a dedicated, multidisciplinary team that coordinates investments, taxes, insurance, and estate matters to provide clear, connected advice. The approach emphasizes partnership, execution of details, and the return of time to the client, ensuring that every aspect of a client’s financial life works together seamlessly.

NorthRock Partners’ integrated Personal Office® model makes it a distinctive financial planning resource for the Minneapolis community, delivering holistic advice that aligns with the ambitions of its high‑net‑worth clients.

Services:

• Corporate Executive Planning
• Financial Advice
• Investments
• Legal & Estate Planning
• Tax Preparations & Advice