The $9.4B NorthRock Partners has expanded its U.S. footprint by adding WGG Wealth Partners, a Roseville, CA-based advisory firm managing roughly $2.7B in assets.
The move strengthens the Minneapolis, MN-based NorthRock’s presence in California, as well as its broader effort to grow its Personal Office wealth-management platform across the West Coast, according to a news release. The combination brings together a 15-advisor team from WGG Wealth Partners with NorthRock’s national platform, which focuses on serving high-net-worth families and business owners through a coordinated approach to investments, tax, estate planning, insurance, and philanthropy.
“At NorthRock, we’re partnering with advisors who share our vision of deeper, more holistic advice,” said Rob Nelson, NorthRock’s chief executive officer. “WGG saw in us a platform where they could amplify their impact, and we saw in them a team whose values align with ours.”
Founded more than 30 years ago, NorthRock Partners serves over 3,300 clients and manages roughly $9.4B in assets. Its Personal Office model builds a customized team around each client to coordinate financial and lifestyle needs.
The addition of WGG Wealth Partners underscores a growing trend in wealth management that has seen firms scaling regionally to meet rising demand for integrated, multidisciplinary advice among affluent clients.
In the release, Bret Glover, managing partner of WGG Wealth Partners, said the affiliation allows the team to enhance client service without compromising its independence. “This isn’t about giving up autonomy — it’s about gaining a broader platform so we can serve our clients even more comprehensively,” he said.
