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.

10/23/2026

Divorce can reshape your financial life and leave you wondering what comes next. It can also be an incredibly emotional and challenging time to make important financial decisions.

At NorthRock, we believe the path forward starts with understanding where you are, what matters to you, and what you want life to look like on the other side. Stephanie Kerns, CFP, APMA, CDFA, helps clients navigate the financial complexities of divorce with clarity, care, and a focus on rebuilding confidence for what comes next.

➡️ If this resonates with you or someone you know, connect with us at northrockpartners.com/connect to learn how the right guidance can help make the path forward feel more clear.

10/20/2026

Your business is growing. But is your tax strategy keeping up?

For business owners and high-net-worth individuals, decisions around compensation, liquidity events, wealth preservation, and long-term investments can shape far more than your tax return.

With year-end approaching, certain planning considerations may become more time-sensitive.

At NorthRock Partners, our Personal Office® experience connects your business interests, personal wealth, and long-term financial goals through coordinated, forward-looking advice.

Your wealth is interconnected. Your strategy should be, too. Let’s talk about what deserves attention before year-end ➡️ northrockpartners.com/connect

10/13/2026

For many business owners, reinvesting profits feels natural.

Hire someone. Buy equipment. Fund the next location.

But as the business grows, additional dollars invested back into it can also affect personal liquidity, diversification, retirement planning, and future flexibility.

Business owner wealth planning begins by asking whether the next dollar belongs in the business by design, or simply by default.

Learn more at northrockpartners.com

10/08/2026

Successful people rarely miss deadlines. The challenge is that important financial decisions rarely happen one at a time.

→ Your CPA meets their filing deadline.
→ Your attorney completes the documents.
→ Your benefits team manages enrollment.

Each professional may do exactly what their role requires. The question is whether anyone is responsible for the order.

As financial lives become more interconnected, coordination becomes less about adding another expert and more about whether decisions happen in the right order.

👉 If you asked every professional on your team who owns the order of your financial decisions, would everyone give you the same answer?

Learn more at northrockpartners.com

10/05/2026

What if financial wellness became part of your strategy to attract, retain, and support great people? Your employees’ financial lives extend far beyond their 401(k) and workplace benefits.

At NorthRock, we help employers bring holistic financial wellness into the workplace, giving employees access to education, guidance, and expertise that supports the decisions they make across every stage of life.

→ For employers, it’s an opportunity to offer something increasingly meaningful to their people.
→ For employees, it’s another step toward a life of financial dignity.

Learn more at northrockpartners.com

09/30/2026

We’re excited to welcome Triumph Wealth Management, LLC to NorthRock Partners!

Triumph has built its business around helping business owners and families navigate the complex decisions that come with building wealth, planning for transitions, and preparing for what’s next.

Together, we’ll bring NorthRock’s broader resources to more clients while expanding our presence in Wisconsin and strengthening our growing Midwest community.

09/25/2026

Every executive knows when the election deadline arrives. Far fewer know the decisions that should happen before it.

A deferred compensation election does not exist in isolation. Vesting schedules, existing deferrals, bonus timing, trading windows, and future cash flow all shape whether today’s election will still make sense tomorrow.

The deadline will arrive on schedule. The better question is whether the decision will.

👉 If someone asked you to put every date affecting your deferred compensation election on one page today, could you?

09/23/2026

We’re honored to once again be recognized by Barron’s as a Top 100 RIA Firm for 2026! We’re grateful for our clients’ trust, the dedication of our team, and the relationships at the heart of our work.

🔗 barrons.com/advisor/report/top-financial-advisors/ria

09/17/2026

Good relationships are worth celebrating! Our Appleton team recently had the opportunity to celebrate the people we’re privileged to partner with. Moments like these give us the chance to connect beyond the day-to-day and express our gratitude for the relationships that make our work so meaningful.

Thank you to everyone who joined us!

09/15/2026

A deferred compensation election may take minutes to complete, but its effects can last for years.

The decision can intersect with taxes, equity compensation, bonus timing, cash flow, retirement income, and future career changes. That is why executive compensation planning should look beyond how much to defer and consider what the election needs to fit around.

If your election window is approaching, this may be the right time to put the full compensation picture on one page.

➡️ Learn more at northrockpartners.com

Address

225 South Sixth Street, Suite 1400
Minneapolis, MN
55402

Website

http://www.northrockpartners.com/

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