You never take a day off. Neither do we.
OUR SPORTS SERVICES
Wealth AdvisoryWe understand the financial complexity that comes along with being a professional athlete. We consider all of your circumstances in order to help you preserve and grow the wealth you’ve accumulated.
We do all the paperwork, meet multi-state filing requirements, make estimated tax payments and track monthly deductions and write-offs.
We manage your league benefits, including health care, 401(k) and pension.
We coordinate the key aspects of your estate plan, including your will, life insurance and trusts.
We set up foundations, develop charitable giving strategies and help manage 501(c)(3) entities.
Investment AdvisoryBy asking the right questions and carefully listening to your goals, we construct personalized solutions, avoiding a one-size-fits-all approach to investment management.
Our core competency is excellence in managing diversified investments that help make the most of your current earnings—and plan for income later in life.
We educate you on your investments and provide insight into your portfolio, so everything is transparent and you have a clear understanding of suggested changes.
Lifestyle Coaching & ManagementWe handle and coordinate your day-to-day tasks and planning—no matter how simple or complex—so you can focus on your game, your interests and your family.
We handle your bills and banking activity. All of it. Most of our clients also have us manage their credit, including mortgage and lending activities.
This includes direct deposit and collection of all income sources, providing detailed monthly cash flow reporting on expenses from all sources and establishing regular income for your clients and family.
To protect your wealth and limit exposure to potential risks, we develop customized risk management strategies. This includes establishing LLCs and managing all insurance plans, including disability, life, property and casualty, specialty and health.
This includes mentoring your family members on financial planning and supporting their financial planning needs.
We partner with top marketing and advertising firms to assist with your social media strategy, website development and ongoing web maintenance.
Think of this as our customized concierge service, designed to make all areas of your life simpler. It includes services like hiring and training personal assistants, personal shopping, finding nutrition specialists, making travel arrangements, scheduling relocation services, researching and buying vehicles, security and technology management and property management.
NorthRock Partners is registered with the National Football League Players 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.