NorthRock Partners Opens Office in San Francisco to Expand its Innovative Personal Office® Approach to Traditional Wealth Management
Summary
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 clients life, including investments, tax, insurance, estate planning, philanthropy, and more. 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. 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.