The acquisition brings Kowalski’s multidisciplinary team into NorthRock's existing structure, where they will relocate to the firm’s downtown Minneapolis offices. By joining forces, Kowalski Financial’s client base gains access to a broader suite of specialists covering tax, estate planning, legal, and philanthropic services. The move highlights a trend of smaller advisory firms seeking the resources of larger, integrated platforms to manage increasingly complex client needs.

Cam Rosenow, Head of Growth at NorthRock, noted that the partnership was driven by a shared advice-first philosophy and a mutual commitment to long-term client relationships. For Marc Kowalski, CEO of the acquired firm, the transition offers an expanded platform to deliver the holistic planning his clients require. NorthRock, which currently manages over $12 billion in assets for 6,000 clients, continues to grow through these strategic additions, aiming to solidify its status as a top-tier national RIA.