northrock_sports_1700x300
We help professional athletes create a strategy to leverage their earnings into a lifetime of financial security.

NorthRock Sports and Entertainment manages all activities related to your financial life, including analysis and management of spending habits, tax planning, estate planning, charitable planning, insurance and investments. We work with athletes, entertainers, their management teams and families to create a solid foundation for long term financial success.

We want to help you succeed in all aspects of your life. Let us be a part of your team.

Investments to help make the most of your current earnings – and plan for income later in life including:
  • Management of all investments
  • Establish a detailed investment plan based on clients risk tolerance
  • Review all new investment opportunities
  • Build a diversified global investment portfolio
  • Coordinate all investment activities regardless of where held
  • Review and establish private investments
Education on your investments so that you have clear insights into your portfolio and know what to expect from your investments
Management of league benefits, including health care, 401(k), and pension
Our bill pay services simplify your life and help you make the most of your surplus cash. Our bill pay services include:
  • Assistance with banking relationships
  • Payment of some or all day-to-day bills
  • Manage and monitor day-to-day banking activities
  • Credit management
  • Assistance with mortgage and lending activities
  • Credit repair coaching
Reviews of monthly spending and cash flow
  • Direct Deposit and collection of all income sources
  • Detailed monthly cash flow reporting on expenses from all sources
  • Establish regular income for clients and families
Tax services, including coordination with your team to complete the necessary paperwork, plus meeting multi-state filing requirements. Our tax services include:
  • Conduct annual tax filings
  • Make estimated tax payments, if necessary
  • Track monthly deductions / write-offs
  • Coordinating with your team to complete necessary paperwork
  • Multi-State Tax Filings
Foundation set up and charitable giving strategies
  • Assist in the set up of 501c3 or donor advised fund
  • Advise on tax efficient assets to gift
  • Advanced gifting strategy planning
  • Assist in the set up of foundation
Customized risk management strategies to protect wealth and limit exposure to potential risks through the establishment of Limited Liability Companies as needed and the management of all insurance plans such as:
  • Disability Insurance
  • Life Insurance
  • Property and Casualty Insurance
  • Specialty Insurance
  • Health Insurance
With an emphasis on reducing estate taxes and minimizing probate costs, we will aid the coordination of the key aspects of your estate plan—wills, life insurance and trusts—and assemble a team of experienced professionals to work with you.
Our in-house Brand Manager has over 13 years of experience in sports marketing and communication. Together, we work with top marketing and advertising firms to assist our clients with:
  • social media strategy
  • website development
  • ongoing web maintenance
  • Mentoring family members on financial planning
  • Supporting family members’ financial planning needs
In addition to the peace of mind that comes with NorthRock Partners’ help overseeing your wealth and investments, we also provide some of our clients with services which are highly customized and may include:
  • Exclusive access to special events
  • Travel arrangements
  • Relocation services
  • Vehicle research and acquisition
  • Property management (while traveling)
    • Security and technology management
    • Day to Day maintenance and monitoring

NFLPA
NorthRock Partners is registered with the National Football League Player’s Association Financial Advisor Program. The Financial Advisor Program is the first of its kind in professional sports, providing access to financial advisors whose backgrounds have been pre-screened by the NFLPA.