Our Firm

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, business owners, and executives. 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 had the honor to support the needs of the long-term multi-generational relationships we serve.