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
New Life Stages
Sale of Business
Generational Wealth Transfer
Creating a financial roadmap is often the first step in knowing where you stand and in helping to achieve your goals.
Our investment management is based on an in-depth research process we’ve developed and worked with for 30 years.
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
You’ve Sold Your Business: 7 Tips to Make Your Windfall Work for You
Selling your business can be one of the most rewarding financial experiences in your life. You’ve worked hard to build a successful enterprise, and have earned your new wealth, whatever its size.
A Young Career Professional’s Checklist For Building Lasting Wealth
As a successful professional, you may be making substantial income now, or have the potential to build significant wealth throughout your career. This is when it is time to have a long-term financial plan in place. But where should you begin?
10 Questions to Ask When Choosing a Wealth Manager in Omaha
Do you need help managing your wealth? The answer depends on many factors, including how complicated your finances are, how comfortable you manage money, and where you are in your life stage.