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Invested Alongside You

Thoughtful Wealth Management Solutions

Invested Alongside You

Thoughtful Wealth Management Solutions

Invested Alongside You

Thoughtful Wealth Management Solutions

Invested Alongside You

Thoughtful Wealth Management Solutions

Invested Alongside You

Thoughtful Wealth Management Solutions

Who We Serve

Our clients include those nearing or in retirement, business owners, career professionals, and people with new and unique situations in their financial lives, such as the sale of a business, inheritance, widowhood, divorce, or a generational wealth transfer.

Stages in Life
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Near Retirees

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Retirees

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Business Owners

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Career Professionals

New Life Stages
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Sale of Business

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Inheritance

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Widowhood/Divorce

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Generational Wealth Transfer

Who We Are
Who We Are
Who We Are
Who We Are
Who We Are
Wealth Management

Creating a financial roadmap is often the first step in knowing where you stand and in helping to achieve your goals.

Investment Management

Our investment management is based on an in-depth research process we’ve developed and worked with for 30 years.

Are You Prepared for Retirement?

Enjoying the post-career lifestyle you envision requires careful planning. Get your comprehensive guide now to ensure you are on the path to your desired retirement.

About Us

Lawson Kroeker Investment Management, founded in Omaha, Nebraska, is a third-generation wealth management firm that helps a select group of high-net-worth clients achieve their life goals by providing investment advice and building custom solutions.

Lawson Kroeker’s disciplined, patient investment management process focuses on owning a small group of individual businesses’ stocks and bonds. Established in 1986, the firm has under management approximately $600 million in assets.

Lawson Kroeker is invested alongside you. The securities we recommend to clients we own as well. When you succeed, we succeed. This means our investment goals are aligned together.

Current Client Relationships

Million In Assets Managed

Supporting Client Needs

Insights

Planning Your Estate: How to Create Your Estate Plan

Planning Your Estate: How to Create Your Estate Plan

Key Takeaways: Regardless of the size of your estate, having a well-thought-out plan is essential. A thoughtful plan can reduce potential confusion and costs for your family in the event of your passing. The three main types of estate plans are wills, trusts, and...

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