Robert P. Lawson, CFP^®

CPA

Principal

100 South Fifth Street, Suite 420
Minneapolis, MN 55402

FINANCIAL ADVISOR'S WEBSITE

https://palisadeam.com/

(612) 455-0929 CONNECT WITH Robert

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$2,000,000

General

Robert Lawson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Minneapolis, MN and the surrounding communities.

Financial Advisor Overview

Palisade is an employee-owned, independent investment management firm founded in 2002. We are based in Minnesota, but our clients span across the country. Palisade provides customized investment and wealth management strategies to families, individuals, and business owners. We offer a full array of family office services including tax and estate advisory, individual trustee services, and philanthropic planning. Our objective is to simplify your financial complexities and efficiently manage resources to help you achieve personal well-being and comfort. For over twenty years, we have been proud to support the needs of the long-term multi-generational relationships we serve. High quality individual securities are the core of Palisade’s investment philosophy. Our portfolios are constructed with investments that balance future growth prospects with resiliency and stability throughout market cycles. Reliable income streams and tax-efficiency are important considerations in our investment selection process. Our objective is to build and protect wealth across generations and provide financial comfort to our clients.

Financial Advisor Experience

My goal is for my clients to have lived a better life because I am in their life. I believe a team approach is the best way to serve successful high-net-worth families by collaborating with CPAs, attorneys, and insurance professionals to create and execute innovative solutions enhancing the client experience. I value integrity and strive to do the right thing, not the easy thing. I seek to earn the trust of others and innately trust and believe in people. I follow a work hard – play hard philosophy and enjoy life. My passion is servant leadership and to always have a positive impact on people and on my work.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Public Accountant (CPA)
Other - MBA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Long-term Care, Sudden Wealth, Personal Taxes