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.
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’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
Estate Planning: Strategies for Philanthropy
How can high-net-worth families and individuals create a legacy through philanthropy? For many high-net-worth investors, charitable giving may be essential to a long-term retirement, estate, and tax planning strategy. Your wealth manager can chart a course to achieve your overall goals.
Investing In Your Estate: Investment Considerations
Key Takeaways: Once you’ve sorted out your investment goals, it’s crucial to ensure that your financial plan can accommodate them. A common mistake is underestimating the requirements necessary to...
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...