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
Near Retirees
Retirees
Business Owners
Career Professionals
New Life Stages
Sale of Business
Inheritance
Widowhood/Divorce
Generational Wealth Transfer
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.
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.
Current Client Relationships
Million In Assets Managed
Supporting Client Needs
Insights
Lawson Kroeker Investment Management Wins Best Website Award for 2023 from the Web Marketing Association
Alexandria, VA, September 11, 2023 – Lawson Kroeker Investment Management recently won the “Best Mutual Fund Website” award in the Web Marketing Association’s annual WebAward competition. “This award recognizes Lawson Kroeker Investment Management as a leader in...
How to Secure a Successful Generational Wealth Transfer
Building a legacy that spans multiple generations is a compelling aspiration for many families and individuals as they approach retirement. However, turning that vision into reality requires careful...
Generational Wealth Transfer: Navigating Family Dynamics
In part one of this series, we examined why it is important to consider managing the wealth that you pass down to future generations—to your children, grandchildren, and future generations. How to...