NorthRock Partners, a full-service financial and lifestyle advisory firm, and Sammons Financial Group, a financial services company, have formed a partnership.
With $5 billion in assets under management, NorthRock’s unique Personal Office model already serves more than 1,500 clients delivering bespoke, personalized advisory services — from investments to tax preparation to estate planning to philanthropic giving — all under one roof. Through this partnership, NorthRock will bring together its advice-led model with Sammons Financial Group’s shared vision and strong capital position.
With $117 billion in GAAP assets, Sammons Financial Group is a diversified financial services organization. Sammons Financial Group is privately owned, with member companies that are among the most enduring and stable in the financial services industry. Committed to its communities, Sammons Financial Group is Midwest based, with offices in Iowa, Illinois, North Dakota, Ohio and South