The partnership expands NorthRock’s Personal Office® model in Madison, Wisconsin while bringing additional expertise and resources to Triumph Wealth Management’s clients.

MINNEAPOLIS, Sept. 29, 2026 /PRNewswire/ — NorthRock Partners (NorthRock), a financial advice firm redefining the financial planning experience through its Personal Office® model, announced today that Triumph Wealth Management, LLC (Triumph) has joined NorthRock. The partnership, NorthRock’s fourth in 2026, brings approximately $350 million in assets under management (AUM), three advisors and six team members, expanding the firm’s presence in Wisconsin and strengthening its growing Midwest footprint.

Headquartered in Minneapolis, NorthRock has grown into a national advisory firm by expanding the scope of a single client relationship. Its Personal Office® model builds a dedicated, customized team around each client to coordinate services investments, tax, estate planning, insurance, legal, business services, and philanthropy. Each firm that joins NorthRock adds depth to that team and extends the model to more families.

Triumph brings a complementary specialization in working with closely held business owners and families navigating complex financial and personal decisions. The firm has developed a particular focus on helping business owners understand how their businesses fit into their broader financial lives, prepare for potential transitions and think through what comes next. By joining NorthRock, Triumph clients will have access to NorthRock’s broader resources, including tax, estate, investment and philanthropic planning capabilities, while maintaining the highly personal relationships that have defined the firm.

“We’re continuing to build NorthRock with a clear focus on thoughtful, sustainable growth and expanding our presence in markets where we see strong opportunities to serve more families,” said Cam Rosenow, Head of Growth at NorthRock Partners. “Triumph is a natural fit for that strategy, and this partnership expands our presence in Wisconsin while bringing another experienced team into the NorthRock community. We’re excited to continue building our Personal Office model through partnerships with like-minded firms and creating a stronger national platform for the future.”

Founded and led by Nathan Brinkman, Triumph has built its practice around long-term relationships with business owners and high-net-worth families. The firm’s work extends beyond traditional investment management, helping clients address the financial, business and personal considerations that come with building wealth, transitioning a business and planning for the next generation. Triumph has also placed a strong emphasis on helping families engage across generations and incorporate philanthropy into their broader wealth plans.

“Our business has always been personal,” said Nathan Brinkman, President, CEO and Founder of Triumph Wealth Management. “We’ve spent years building relationships with clients and thinking about how we could give them the level of advice and coordination they really need. NorthRock gives us the opportunity to deliver on that vision much more fully. We can bring more resources to our clients, work more closely across generations, and help families with everything from business transitions to estate and philanthropic planning. We’re excited about what we can build together.”

As part of the partnership, Triumph will open a new NorthRock office in Madison, Wisconsin. The Triumph team will also add an advisor and team members to NorthRock’s Milwaukee presence, which was established in April following NorthRock’s acquisition of Vantage Financial Partners. The expansion will give NorthRock a stronger presence across Wisconsin while creating additional capacity to serve business owners and families throughout the region.

The addition of Triumph reflects NorthRock’s continued growth strategy and expansion of its Personal Office® model. NorthRock continues to partner with firms that share its commitment to delivering personalized advice and building long-term client relationships.

About NorthRock Partners
NorthRock Partners is a financial advice company serving more than 7,000 clients and managing over $13.7 billion in assets*. For more than 30 years, NorthRock has placed clients’ financial and life needs at the center through its Personal Office® model. This integrated approach builds a dedicated, customized team around each advisor and enables them to coordinate all aspects of a client’s life, including investments, tax, insurance, estate, legal, business strategies, lifestyle, and philanthropy. The firm also offers specialized divisions that include NorthRock X for athletes and entertainers and Foundation X for philanthropic advice and services. Learn more at www.northrockpartners.com.

*As of 06/30/26

Disclosures:
All investment advisory and Personal Office® services are provided by and through NorthRock Partners LLC, an SEC registered investment adviser. SEC registration does not imply a certain level of skill or training.

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SOURCE NorthRock Partners