NorthRock Partners and Sammons Financial Group formed a partnership aimed at enhancing and expanding a client-centric approach to the traditional wealth management industry. Through this partnership, NorthRock will bring together its advice-led model with Sammons Financial Group’s shared vision and capital position.
“We built NorthRock on a steadfast commitment to put our clients first and deliver a personalized experience that extends beyond their financial goals to help them live their best life,” Rob Nelson, CEO of NorthRock Partners, said. “Our future with Sammons Financial Group allows us to both accelerate our growth and do so with excellence to bring our Personal Office to more clients in more markets. Sammons Financial Group shares our vision of the future and are innovative partners in our journey to transform the wealth management and advice industry.”
“We’ve been carefully assessing market opportunities to grow our successful business – specifically in wealth management, which is a natural fit for us given our economic strength, stability and decades’ long track-record of leadership in financial services,” Esfand Dinshaw, CEO of Sammons Financial Group, said. “As we defined our strategy, we conducted a comprehensive search, and NorthRock Partners consistently rose to the top of our list. Rob and his leadership team shared their vision of delivering better advice to clients, and their unwavering commitment to client-centric service was abundantly clear in every conversation, drawing us naturally to the prospect of cementing a partnership.”
