NorthRock Partners Opens Office in San Francisco to Expand its Innovative Personal Office® Approach to Traditional Wealth Management
NorthRock Partners, a full-service financial and lifestyle advisory firm, announced it has opened its first office in California, acquiring San Francisco-based Minkoff Wealth Partners. The move also marks the firm's first acquisition since announcing a formal partnership with Sammons Financial Group.
The new San Francisco office will feature seven advisors and 11 staff, equipped to seamlessly deliver NorthRock Partners' proprietary Personal Office® approach to clients from across the Bay Area. This approach offers integrated advice across every aspect of a client's life, including investments, tax, insurance, estate planning, philanthropy, and more. Through the expansion, NorthRock adds a firm with more than $700M in assets under management and a location that brings the firm closer to the corporate executives, business owners, family offices, athletes, and entertainers that they already serve in San Francisco, the Silicon Valley, Marin County, and the East Bay area.
"Our model of deeply integrated advice and cutting-edge services continues to attract more clients and advisors. This new office is just the next step in our journey to bring our client-centric model to more people across the country," said Rob Nelson, CEO of NorthRock Partners. "Our expansion into San Francisco allows us to have a physical presence closer to many of our existing clients and the chance to integrate a strong group of like-minded advisors into our team."
Steven Minkoff brings to NorthRock a team of proven advisors with decades of wealth management experience advising executives, business owners, and other high-net-worth individuals across the region.
"Joining NorthRock and opening their first California office aligns with my vision of offering the deepest level of advice to our clients," said Steven Minkoff, Advisor and Managing Director of NorthRock San Francisco. "I'm excited to work with their team of experienced advisors to greatly improve the depth of services we offer to our clients. From charitable giving to estate planning, everything our clients need can be found in the Personal Office model."
With over $6 billion in assets under management, NorthRock's unique Personal Office® model serves more than 1,900 clients globally. The firm has also earned a reputation for innovation and specialization ? launching several divisions, including NorthRock X, which supports athletes and entertainers; Foundation X, which supports philanthropists and foundations; and NRX Hockey, which supports professional hockey players from around the world.
About NorthRock Partners
NorthRock Partners is a leading financial and lifestyle advice firm committed to helping their clients live extraordinary lives. Through their Personal Office® experience, NorthRock seamlessly delivers uniquely tailored advice in areas such as investments, tax, insurance, estate, and charitable giving. With more than 1,900 clients, $6 billion in assets under management, and multiple locations across the country, NorthRock has one of the most comprehensive offerings in the financial services industry. For 30 years, the NorthRock team has put the client at the center of everything they do ? building lifelong relationships and delivering unparalleled advice and services, equipping clients to reach their potential. To learn more, visit www.northrockpartners.com.
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