Disclosures

NorthRock X Advisory Services Program

NorthRock X Wrap Brochure 

Banking & Bill Payment:

• Neither NorthRock Partners LLC nor any of its affiliated entities is a bank.

Corporate Executive Planning:

• Contract Review and Negotiation services are not legal services as all legal services must be provided by a licensed attorney operating independent from NorthRock Partners.

Legal and Estate Planning:

• Neither NorthRock Partners LLC nor any of its affiliated entities engage in the practice of law.
• Business Succession Planning: Neither NorthRock Partners LLC nor any of its affiliated entities engage in the practice of law.

Charitable Giving:

• International Grant making and Legacy Gift Planning: All for profit Foundation X related services are provided through Foundation X LLC and not-for-profit related activities are provided through Foundation X, Inc.

Business Owners and Entrepreneurs:

• Some of our services may be provided or facilitated through third-party entities or professionals that have no affiliation with NorthRock or any of its affiliated entities.

Athletes and Entertainers:

• All investment advisory services are provided in the United States exclusively through NorthRock Partners LLC. Charitable and Foundation Management Services are provided by Foundation X. All sports agency services are provided exclusively through NRX Hockey.