Robert P. Lawson,  CFP<sup>&reg;</sup> - Financial Advisor

Robert P. Lawson, CFP®

CPA

Client Relationship Manager

100 South Fifth Street, Suite 420
Minneapolis, MN 55402
FINANCIAL ADVISOR'S WEBSITE
(612) 455-0929 CONNECT WITH Robert
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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 Asset Management provides custom advisory relationships: • We view our role of Wealth Advisors as understanding each of our client’s unique investment management and financial objectives and then provide the most efficient financial solutions and financial services that address these objectives. • We are dedicated to providing clients with premier and personalized services demonstrated by customized portfolio management and direct access to your portfolio managers. • Palisade utilizes an investment allocation process that allows us to tailor investment solutions best matched to each client’s cash flow, growth, and risk tolerance objectives. • As part of our comprehensive client centered advisory services, we provide a full range of family office services, entity management, and both personal financial and philanthropic planning services. • Palisade’s investment philosophy is based on a belief that investing in a spectrum of high quality securities, bought at reasonable prices, will produce more efficient long-term performance results with lower than comparable market volatility. Emphasis is placed on valuation by looking for high quality companies with stability of earnings, and in most cases, dividend growth. Clients value our services because we simplify financial complexities and manage their resources to achieve well-being and comfort.

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Financial Advisor Experience

My goal is for my clients to have lived a better life because I am in their life. I am a relationship builder and seek to build positive personal and business relationships with all types of people. 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. As a leader, I am a planful and thoughtful decision maker, an active listener, and value feedback. 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

7, 63, 65

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, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes

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Helpful Financial Planning Resources