NorthRock Partners

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Minneapolis, MN
NorthRock Partners

We exist to help exceptional people live extraordinary lives.

Through our Personal Office® experience, we deliver integrated financial and lifestyle advice tailored to you, giving you clarity, confidence, and time to make the impact you want on the world.

09/01/2026

Another opinion isn’t always what’s missing. What matters is having your financial decisions working together.

The most important financial decisions rarely happen in isolation. A decision about taxes, investments, retirement, estate planning, or insurance can influence the decisions you make in other areas.

The NorthRock Personal Office® is built so your financial decisions are considered together, not independently, because decisions in one area can have implications across your broader financial life.

➡️ Learn more at northrockpartners.com

08/11/2026

Your business may be creating extraordinary value, but is your personal financial plan keeping pace?

Building a successful business is only part of the equation. As your business grows, your personal financial strategy should evolve alongside it, with thoughtful consideration given to wealth preservation, diversification, and preparing for the opportunities and responsibilities that come next.

➡️ Learn more at northrockpartners.com

07/27/2026

Promotions rarely feel risky. Neither do annual RSU grants. Or another year of stock appreciation.

That’s why concentration can be easy to miss.

It doesn’t usually feel like a decision. It feels like momentum. Over time, the company that’s rewarded your success can quietly become responsible for more of your financial future than you realize.

The question isn’t whether your company has been successful. It’s whether too much of your future depends on one outcome.

Success often creates concentrated wealth. Thoughtful planning creates flexibility.

07/24/2026

Behind every great client experience is a team that’s committed to getting better.

This week, NorthRock advisors from across the country came together for our annual Advisor Retreat at our Minneapolis headquarters. We learned from one another, challenged our thinking, and aligned around one shared purpose: delivering an exceptional experience for every client.

Because when we grow together, our clients benefit.

07/21/2026

We're excited to welcome Kowalski Financial to NorthRock Partners!

While this partnership strengthens our presence in Minneapolis, it's about much more than growth. It's about bringing together two teams that share a commitment to personalized advice and long-term client relationships.

Together, we'll continue expanding our Personal Office® experience by surrounding clients with the expertise, coordination, and personalized advice they need through every stage of life.

Learn more in Star Tribune article written by Allison Kaplan below.
🔗 https://www.startribune.com/north-star-insider-minnesota-business-partnership-annual-forum-best-buy-northrock-kowalski/601870092

07/15/2026

When purpose takes a seat at the table, incredible things happen.

Honored to be part of Plates & Playmakers, where Minnesota’s culinary and sports communities came together to make a lasting impact in the fight against hunger, supporting Every Meal, , and The Food Group.

Thank you to everyone who made the night possible. Together, we’re proving that when a community comes to the table, we can help nourish lives far beyond it.

07/08/2026

What you’ve built is only part of your legacy. Having the time and confidence to enjoy it is just as important.

For many, true wealth is the ability to prioritize the people, moments, and experiences that enrich life.

At NorthRock Partners, our Personal Office® is designed to coordinate many aspects of your financial life, helping simplify complex financial decisions so you can focus on what matters most.

06/22/2026

Clients are looking for more than financial advice. They’re looking for clarity.

➡️ Coordination.
➡️ Personalization.
➡️ Peace of mind.

They may be looking for a team that can help coordinate the many moving pieces of a successful life, from investments and taxes to estate planning, risk management, business interests, philanthropy, and more.

That’s why the Personal Office® experience exists: bringing together the advice, expertise, and services designed to help you navigate complexity and pursue your goals with confidence.

06/16/2026

Success looks different for everyone.

A thriving business. More time with family. Meaningful experiences. The freedom to choose what’s next.

👉 The best financial plans aren’t built around money alone. They’re built around the life you want to create.

Is your life aligned with what matters most to you? That’s the conversation worth having.

06/11/2026

Investing in future generations means investing in the people who will shape them.

We're proud to recognize this year's scholarship recipients from our Elm Grove, Wisconsin, and Huron, South Dakota, communities!

🎓 Rece Hopfensperger | Brookfield Central High School, WI
Rece will attend the United States Air Force Academy, where he plans to pursue a pre-med track with the goal of expanding access to healthcare for those who need it most. He will also compete as a member of the Academy's track and field team. His commitment to service and leadership reflects a bright future ahead.

🎓 Kendal Uttecht | Wolsey Wessington High School, SD
Kendal is a standout student-athlete whose leadership, work ethic, and character have set her apart both in competition and in her community. She will attend Northern State University, where she will compete in cross country and track while pursuing a degree in Nursing.

We are honored to support their educational journeys and look forward to seeing the impact they'll make in their communities and beyond!

Address

225 South Sixth Street, Suite 1400
Minneapolis, MN
55402

Website

http://www.northrockpartners.com/

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