NorthRock Partners

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.

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.

Investing in future generations means investing in the people who will shape them. We're proud to recognize this year's ...
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!

06/08/2026

The more wealth you build, the more complexity you create.

Taxes. Estate planning. Risk management. Business interests. Family decisions. Philanthropy.

As our clients’ needs evolved, so did our advice.

That’s why we built our Personal Office® experience around the unique needs of each client, helping simplify complexity so you can focus on what matters most.

Your goals. Your priorities. Your family. Your future. Our focus.

🏃 30 million steps later, we’re reflecting on a month dedicated to health, wellness, and supporting one another.Througho...
06/05/2026

🏃 30 million steps later, we’re reflecting on a month dedicated to health, wellness, and supporting one another.

Throughout May, NorthRock employees participated in group runs, healthy snack breaks, learning opportunities, and meaningful conversations in recognition of Mental Health Awareness Month. Together, these moments helped foster connection, encourage healthy habits, and reinforce our commitment to wellbeing.

Thank you to everyone who helped make Health & Wellness Month a success and to all who participated along the way. We’re proud to foster a culture that empowers our people to be their best selves, both personally and professionally!

You’ve worked hard to build a successful life. The last thing you need is more on your plate.So why does it feel like ev...
06/01/2026

You’ve worked hard to build a successful life. The last thing you need is more on your plate.

So why does it feel like every important financial decision still lands with you?

Whether you’re working with a team of professionals or handling many of those decisions yourself, the challenge is often the same: keeping everything organized, connected, and moving in the right direction.

That’s why we built the Personal Office®.

We help bring the important parts of your financial life together, providing greater clarity, organization, and support so you can make informed decisions and focus more of your time on what matters most.

05/26/2026

For years, wealth management was about returns. Today, it’s about not carrying everything alone.

Most successful people don’t lack advice. They’re managing too much of it: advisors, specialists, and conversations that rarely work together.

Over time, they become the one holding it all together.

At NorthRock, we meet clients at the center, bringing everything and everyone together through our Personal Office® experience so they can get their time, clarity, and peace of mind back.

Because the goal was never to carry it all alone. It’s to have the right team beside you when life gets bigger.

🎥 Hear more from Founder & CEO Rob Nelson on the Barron’s Advisor podcast.

05/22/2026

One of the biggest concerns clients share isn’t always about markets or taxes. 𝐈𝐭’𝐬 𝐥𝐞𝐠𝐚𝐜𝐲.

👉 “The number one thing I lay awake at night about… is where this money is going to go when I’m not here anymore.”

For many families, wealth planning goes beyond investment performance. It includes thinking intentionally about family, philanthropy, stewardship, and long-term impact.

At NorthRock, we help clients navigate those conversations through a comprehensive wealth planning approach that brings clarity, purpose, and direction to the legacy they leave behind.

🎥 Todd Moser, President of the Personal Office®, with Ryan Nauman on the Zephyr’s Adjusted for Risk Podcast

05/20/2026

You don’t need more complexity. You need advice that stays aligned.

The Personal Office® is built around one team owning the entire financial picture, so strategies don’t drift and decisions don’t feel fragmented.

That’s what helps makes the experience different at NorthRock.

👉 Connect with us today!

05/05/2026

Most people spend their lives building wealth, but never stop to ask what it’s actually for.

At some point, the question changes. It’s no longer, “Am I successful?” It becomes, “Is my life aligned with what matters most?”

That’s where things start to shift.

At NorthRock, we help clients use their wealth with intention, aligning resources with values and success with what matters most.

Because it’s not just about more. It’s about what it’s all for.

👉 Start the conversation at northrockpartners.com

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225 South Sixth Street, Suite 1400
Minneapolis, MN
55402

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