Trailhead Planners

NorthRock Partners, based in Minneapolis, MN, specializes in providing personalized financial lifestyle advisory services tailored to meet the unique needs of various clients, including corporate executives, athletes, entertainers, and philanthropists. Their team emphasizes a customized approach, ensuring clients receive specialized advice no matter their location in the world. Dedicated to fostering impactful financial strategies, NorthRock Partners combines expertise in investments, tax preparations, estate planning, and charitable giving. Their commitment is to partner with exceptional individuals, helping them navigate their financial journeys and maximize their contributions to the world. Generated from the website

Mission Statement During your lifetime, it is not what you earn, but what you keep, that counts. And after you are gone, it is not what you leave, but what remains, that matters. As an independent financial services company, we have the freedom to provide objective financial services that best suit our client’s needs without any pressure or incentives to sell proprietary products or services. Our commitment to integrity, excellence and our sincere concern for our clients’ financial well-being are cornerstones on which we have built our service initiatives: Commit ourselves to being the best, by bringing together all our talents and financial resources for the benefit of the clients.

At Boyum Barenscheer Wealth Management we listen to our clients' vision for the future and provide holistic wealth management services, integrated with strategic tax and estate planning to help them meet their objectives.