NorthRock provides financial and lifestyle advice through its Personal Office platform.

Protecting what matters. An integrated insurance strategy within your Personal Office to reduce risk and safeguard your family.

NorthRock aligns investment portfolios with clients’ lifestyles via the Personal Office.

Beyond filing, toward strategy. Year-round tax planning connected to your broader financial life through the Personal Office.

A guide for business owners on why a succession plan matters, and the paths for transferring a business to a buyer, family, or key employees.

The page explains how NorthRock helps protect clients from identity theft and fraud while safeguarding their financial data with advanced security.

Perspectives and insights from the NorthRock Partners team on investments, tax, estate planning, and more.

NorthRock’s tax planning strategies, including Roth conversions, tax bracket management, charitable gifting, donor-advised funds, and legacy planning.

NorthRock Partners lists open roles and highlights its culture built on five core values within the Personal Office.

Aadam Peters, MBA, serves as Vice President of People at NorthRock Partners, where advice is tailored to clients.

Abram Collaguazo works as an Advisor and Planning Strategist at NorthRock Partners, where advice is tailored to clients.

Adam Walter, CFP, is a Wealth Advisor at NorthRock Partners, where advice is tailored to clients.

Alex Grelle is an Associate in Client Service at NorthRock Partners, where advice is tailored to clients.

NorthRock Partners designs its Personal Office to integrate all aspects of a client’s financial life.

NorthRock Partners provides financial and lifestyle advice in Alexandria, integrating all aspects of a client’s financial life.

NorthRock Partners provides financial and lifestyle advice in Appleton, integrating all aspects of a client’s financial life.

NorthRock Partners provides financial and lifestyle advice in Berkeley, integrating all aspects of a client’s financial life.

NorthRock Partners provides financial and lifestyle advice in Chicago, integrating all aspects of a client’s financial life.

NorthRock Partners integrates investments, tax, estate, and insurance advice via the Personal Office.

NorthRock Partners provides a consumer privacy notice detailing personal information collected, shared, and sharing limitations.

The page describes how NorthRock Partners handles client information, including collection, use, protection, and management.

NorthRock Partners provides firm brochures and service disclosures, including ADV Part 2A and Wrap Fee Program documents.

NorthRock Partners offers a Customer Relationship Summary (Form CRS) detailing services, fees, conflicts of interest, and conduct standards.

The page outlines the terms and conditions for accessing and using the NorthRock Partners website and client portal.